Financial Planning Paraplanner & Client Services Analyst

Planlogic; Cebu City; On-site; PHP 240,000 - 360,000; Full time

Job summary

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.

Qualifications

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

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.

Skills

Analytical thinking

Attention to detail

Creative thinking

English proficiency

Strong work ethic

Education

Management, Accounting, Finance

Job description

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.