Chief Financial Planning Coordinator

21 hours ago


Taguig, National Capital Region, Philippines beBeeParaplanner Full time ₱6,000,000 - ₱9,500,000
Financial Planning Assistant

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

  • Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).
  • Conduct product comparisons and strategy modelling for superannuation, insurance, and pension products.
  • Assist in the setup and structuring of Self-Managed Super Funds (SMSF) for property investment.
  • Utilize financial planning software such as Xplan, Midwinter, and AdviserLogic.

This is an opportunity to work collaboratively with financial advisers and manage multiple tasks and meet deadlines in a fast-paced environment.



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