Financial Planning Professional

3 hours ago


Pasay, National Capital Region, Philippines beBeeParaplanner Full time ₱4,200,000 - ₱6,300,000
Job Overview

We are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team.

The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.

The role primarily involves supporting senior financial planners by providing research, analysis, and documentation to ensure seamless client service.



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