Paraplanner / Admin Assistant

2 weeks ago

Dumaguete, Central Visayas, Philippines Wrkpod Full time ₱300,000 - ₱360,000 per year

Note: This is an Onsite Role (Dumaguete City, Negros Oriental)

Job Title: Paraplanner/Admin Assistant

Work Schedule: Dayshift

Job Qualifications/Requirements:

- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.

-Previous experience in financial planning, paraplanning, or administrative support within the financial services industry is an advantage.

- Strong analytical, organizational, and time management skills.

- Excellent attention to detail and ability to manage multiple priorities effectively.

- Strong written and verbal communication skills.

- High level of professionalism, confidentiality, and integrity.

Job Responsibilities:

- Prepare comprehensive financial plans, reports, and recommendations based on client needs.

- Conduct research and analysis on financial products, strategies, and market trends.

- Support financial advisors by preparing client meeting documentation and follow-up reports.

- Review and analyze client portfolios, ensuring compliance with relevant regulations.

- Prepare and submit accurate application forms, investment instructions, and other relevant paperwork.

- Liaise with clients, product providers, and internal teams to ensure smooth processing of plans and investments.

- Maintain up-to-date knowledge of financial planning products, legislation, and industry changes.

-Identify opportunities to improve client outcomes through strategic financial planning.

- Assist in developing strategies for wealth accumulation, retirement planning, tax minimization, and estate planning. Ensure accurate record-keeping in line with company and industry compliance requirements. Other ad hoc tasks are assigned by management.

Job Type: Full-time

Pay: Php25, Php30,000.00 per month

Benefits:

  • Health insurance
  • Pay raise

Work Location: In person

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