Analyst - Personal Finance (Paraplanning & Client services) - Philippines

Planlogic; Cebu City; In loco; PHP 240.000 - 360.000; Tempo pieno

Descrizione del lavoro

Planlogic, a financial planning solutions provider, seeks a detail-oriented team member in Cebu City, Philippines. You will support the preparation of financial plans by translating advisers insights into actionable advice and ensure accuracy.

The role emphasizes analytical thinking, initiative, and clear written and spoken English. A completed degree in Management, Accounting, or Finance or equivalent is preferred, with a strong work ethic and careful attention to detail.

Competenze

• Completed degree or final-year studies in Management, Accounting, Finance or an equivalent

Mansioni

• Support the preparation of financial plans by helping translate financial advisers' insights into actionable advice.
• Apply analytical thinking and problem-solving skills to support financial planning processes.
• Contribute to the delivery of accurate, high-quality financial planning outputs.
• Approach complex problems with initiative, attention to detail and a willingness to explore effective solutions.

Conoscenze

Analytical thinking

Attention to detail

Creative thinking

English proficiency

Strong work ethic

Formazione

Management, Accounting, Finance

Descrizione del lavoro

Planlogic specialises in providing financial planning solutions to streamline the advice process for financial

advisers in Australia. With over 16 years of experience, the company has delivered more than 40,000 advice

documents to more than 230 advisers. Operating from offices in Australia, Sri Lanka, India and the

Philippines, Planlogic offers services including paraplanning, review support, implementation, and strategy

consulting. By leveraging technology and ensuring compliance, Planlogic empowers advisers to build

stronger, more meaningful client relationships.

CORE DUTIES AND RESPONSIBILITIES

• Support the preparation of financial plans by helping translate financial advisers' insights into
• actionable advice.
• Apply analytical thinking and problem-solving skills to support financial planning processes.
• Contribute to the delivery of accurate, high-quality financial planning outputs.
• Approach complex problems with initiative, attention to detail and a willingness to explore effective
• solutions.

WHAT WE'RE LOOKING FOR

• A completed degree or final-year studies in Management, Accounting, Finance or an equivalent
• A strong work ethic, with a dependable and responsible approach to work.
• Meticulous attention to detail and a commitment to accuracy.
• Creative and analytical thinking, with an appetite for solving complex problems.
• Excellent English speaking and writing skills.