Skilled Paraplanner Wanted

3 days ago

Cebu City, Central Visayas, Philippines beBeeParaplanning Full time ₱250,000 - ₱450,000
Job Overview

We are seeking a skilled Paraplanner to join our team.

  • This is a dynamic role for a professional with excellent report writing skills and a high level of English proficiency.
  • The ideal candidate will have at least 2 years of relevant experience in Paraplanning, an Advanced Diploma of Paraplanning or equivalent certification, and excellent communication skills.
Key Responsibilities

The successful candidate will be responsible for producing high-quality compliant advice documents with strategic investment recommendations using designated financial planning software.

They will also prepare accurate financial modeling scenarios and compare different options, liaise with clients to obtain necessary information, and provide technical support as needed.

Additionally, the Paraplanner will work efficiently and clearly with clients to meet target submission deadlines, build strong relationships, and contribute to our positive team culture.

Required Skills and Qualifications

To be successful in this role, you will require:

  • Advanced Diploma of Paraplanning (formerly RG-146 Certification)
  • At least 2 years of experience in Paraplanning
  • Excellent report writing and communication skills
  • High level of English proficiency
  • Intermediate to proficient skill level in MS Outlook, Excel, Word, and PowerPoint
What We Offer

As a valued member of our team, you can expect:

  • Fixed day shift schedule
  • Day 1 HMO coverage
  • Two-week Christmas break

For more information about our company, visit our website.

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