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We're Hiring: Financial Planning Assistant

2 weeks ago

Cebu City, Central Visayas, Philippines Cobalt Advisers Full time ₱600,000 - ₱1,200,000 per year

About the role

Cobalt Advisers' is seeking an experienced Financial Planning Assistant / Paraplanner to join our growing team in Cebu. In this full-time role, you will play a vital supporting function to our financial advisors, assisting with the preparation of detailed financial plans and supporting our clients to achieve their personal and financial goals.

What you'll be doing

  • Support Financial Advisers with day-to-day administration and client service tasks
  • Prepare and review financial advice documents and reports
  • Liaise with product providers, fund managers, and insurance companies
  • Maintain accurate client records and update CRM systems
  • Assist with compliance requirements and ensure documentation is complete
  • Conduct research on financial products, investments, and strategies
  • Prepare financial modelling and projections for client presentations

What we're looking for

  • Strong attention to detail and accuracy in work
  • Excellent communication and interpersonal skills
  • Ability to manage multiple priorities and meet deadlines
  • Strong analytical and problem-solving skills
  • Proficient in Microsoft Office (Word, Excel, Outlook)
  • Experience with financial planning software is an advantage (e.g., Xplan, AdviserLogic, or similar)
  • Previous experience in financial planning, paraplanning, or related field is desirable

What we offer

  • Professional growth
  • Exposure to diverse financial strategies and client cases
  • Competitive salary package based on experience
  • Supportive and collaborative work environment
  • Flexibility and balance — we believe your career should support your life, not take it over