EXPERIENCED PARAPLANNER Fixed Dayshift And Weekends Off

Qwrk; Cebu City; On-site; PHP 300,000 - 420,000; Full time

Benefits offered by this job

Fixed Day Shift

Day 1 HMO coverage

2-week Christmas break

Job summary

Qwrk in Cebu City, Philippines seeks a Paraplanner to produce professional, compliant advisory documents with investment recommendations. The role emphasizes accuracy, attention to detail, and high-quality report writing in English.

You'll collaborate with advisers, use financial planning software, and meet deadlines while contributing to a youthful, motivated team culture and ongoing professional growth.

Qualifications

• 2+ years of paraplanning experience.
• Advanced Diploma of Paraplanning is a plus.
• College graduate with document-writing experience.
• Absolute attention to detail.
• Excellent report writing and strong English proficiency.
• Proficient in MS Outlook, Excel, Word and PowerPoint.

Responsibilities

• Produce professional, high-quality, accurate and compliant advice documents with investment recommendations.
• Prepare compliant advice support documents.
• Understand and compare basic money management options.
• Prepare financial modelling and compare scenarios using required software.
• Liaise with advisers to obtain information and update progress clearly.
• Complete allocated work within specified timeframes.
• Provide technical support to clients.
• Build solid client relationships and explore new services.
• Actively contribute to a positive, dynamic team culture.

Skills

Paraplanning

Report writing

English proficiency

Attention to detail

Education

Advanced Diploma of Paraplanning

College graduate

Tools

MS Outlook

Excel

Word

PowerPoint

Job description

Job Description:

WHEN WAS THE LAST TIME YOU HAD FUN AT WORK?

If you're a talented individual who loves challenges, be part of our growing team as a Paraplanner now!

What's in it for me?

• Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break
• Be part of a Young, Motivated and Agile company
• Grow! Learn! Guide! While having FUN!

What does this role entail?

The overall objective of this role is to produce professional, high-quality compliant advice documents with appropriate strategic & investment recommendations.

What are the proficiencies expected of me?

• 2 Years or more relevant experience in Paraplanning
• Advanced Diploma of Paraplanning (formerly known as RG-146 Certification) is a plus
• College graduate with experience in writing documents (legal, finance, banking, engineering, and other related fields)
• ABSOLUTE attention to details
• Excellent report writing skills; high level of English proficiency
• Intermediate to proficient skill level in: MS Outlook, Excel, Word and PowerPoint

What are the things expected of me?

• Produce professional, high quality, accurate and compliant advice documents with appropriate strategic & investment recommendations with the use of designated/required financial planning software
• Prepare compliant advice support documents
• Ability to understand and compare basic money management options
• Prepare accurate financial modelling and compare different financial planning modelling scenarios with the use of the designated/required software
• Liaise efficiently and clearly with clients (advisers) to obtain needed information and to notify them clearly regarding the progress status of the requested document
• Completion of allocated work within the specified time frames (meeting target submission and due dates)
• Provide technical support to clients
• Build solid relationships with each client assigned to you, continually looking for ways to further assist and help our clients (this may be through new services, better tools, etc.)
• Actively contribute to our positive and dynamic team culture

For more information about our company, visit our website:

http://qwrk.com.au