Intermediate Paraplanner

Paraplanner

Location: Cebu, Philippines

Shift: Monday - Friday; 7:00am to 4:00pm

Work Arrangement: Onsite

Unlock your potential At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and Philippines, supporting our global clients in the accounting industry.

About the role...

We are seeking an analytical, detail-oriented, and technically skilled Paraplanner to support our team of Financial Planners in creating personalized financial plans and strategies.

Key Responsibilities:

• Assist Financial Planners in conducting client meetings and gathering financial data.
• Research financial products and strategies to ensure recommendations are in the best interest of the client.
• Analyze client information and prepare cash flow analyses, investment projections, and retirement planning scenarios.
• Develop comprehensive financial plans and reports for clients, including but not limited to investment strategies, estate planning, risk management, and retirement planning.
• Draft written advice and provide technical financial planning support.
• Liaise with product providers and other third parties to gather detailed product and service information.
• Ensure compliance with all relevant regulations and industry standards.
• Maintain up-to-date knowledge of financial legislation, market trends, and product developments.
• Utilize financial planning software to model financial scenarios and create reports.
• Collaborate with the administration team to ensure that all paperwork and client documentation is accurate and complete.

Qualifications / Skills:

• Relevant tertiary qualifications in finance, economics, or financial planning.
• Diploma of Financial Planning (DFP) or Certified Financial Planner (CFP) designation is highly regarded.
• Proven experience as a Paraplanner or in a similar role within a financial planning or wealth management environment.
• Strong understanding of financial strategies, products, and compliance requirements.
• Excellent analytical and numerical skills.
• Proficiency in financial planning software and Microsoft Office Suite.
• Exceptional verbal and written communication skills.
• Detail-oriented with strong organizational and time management abilities.
• Ability to work independently and collaboratively as part of a team.

WHAT'S IN IT FOR YOU?

• A competitive salary
• Health Insurance, and Life Insurance coverage
• 21 annual paid leaves
• Annual increase (Annual Performance Review)
• Tenure Recognition Program
• 20+ options of free coffee and chocolate drinks
• Billiards, table tennis, or foosball in our breakout room
• Work-life balance and logging off on time for you to enjoy more personal time.
• A genuinely diverse, caring, supportive and high achieving team environment.
• Ongoing training, development and career progression opportunities
• Free & conveniently located onsite parking.

We live by our VALUES to cultivate and foster growth and innovation.

BE AWESOME: Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.

KEEP IT REAL: We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.

BRING THE WOW: We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.

DREAM BIG: We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.

Join TOA Global and experience the difference

We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.