Paraplanner

1 week ago

Cebu City, Central Visayas, Philippines Wrkpod Full time ₱480,000 - ₱540,000 per year

Ideal Candidate Profile

The Paraplanner provides high-quality technical support to financial advisers by preparing compliant Statements of Advice (SoAs), Records of Advice (RoAs), and related documentation. This role involves conducting research, financial modelling, and compliance checks to ensure strategies are accurate, effective, and aligned with client goals and regulatory requirements.

Requirements

  • Minimum of 2 years' experience as a paraplanner or in a technical financial planning role.
  • Strong knowledge of superannuation, investments, insurance, retirement planning, and tax considerations.
  • High attention to detail with the ability to apply compliance requirements accurately.
  • Strong research and analytical skills.
  • Proficiency with financial planning software.
  • Excellent written communication skills.

Job Type: Full-time

Pay: Php40, Php45,000.00 per month

Work Location: In person

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