Paraplanner

Virtual Business Partners LLC; Cebu City; On-site; PHP 350,000 - 520,000; Full time

Benefits offered by this job

HMO

Dental & Optical

Yearly salary increments

2-week Christmas vacation

Electricity & Data subsidies

Educational assistance 25K

Training and equipment provided

Fixed schedule Mon-Fri 7 AM–4 PM

Job summary

Virtual Business Partners LLC is seeking a Paraplanner to support financial planning teams in Cebu City. You will develop compliant client advice documents while aligning with licensee requirements and best practices.

The role emphasizes financial analysis, strategy development, and producing high-quality SOAs, with a fixed Mon-Fri schedule and ongoing professional development opportunities.

Qualifications

• Degree in Accounting/Business/Engineering or related field.
• At least 2 years of college with 2 years of work experience.
• Advanced Diploma of Paraplanning preferred.

Responsibilities

• Review Fact Finds and update CRM systems.
• Conduct pre-flight audits of SOA files to ensure documentation.
• Participate in strategy confirmation discussions.
• Prepare product comparisons and quotation analyses.
• Model current and recommended client positions.
• Prepare, merge, and edit SoAs and related docs.
• Maintain accurate workflow and client systems.
• Engage in ongoing professional development and technical learning.

Skills

Analytical skills

Attention to detail

Communication skills

Proactive, results-driven

Education

Accounting/Business/Engineering degree or related

2-year college standing with 2 years experience

Advanced Diploma of Paraplanning (preferred)

Tools

XPLAN or similar software

CRM systems

Job description

Job Description

Overview of the role
As a Paraplanner, youll work closely with financial planning practices to develop compliant advice documents aligned with client objectives, licensee requirements, and industry best practices.

This role is ideal for professionals who enjoy financial analysis, strategy development, technical research, and producing high-quality advice documentation.

Main duties include:

• Review Fact Finds and update CRM systems
• Conduct pre-flight audits of SOA files to ensure complete documentation
• Participate in strategy confirmation discussions
• Prepare product comparisons and quotation analyses
• Perform financial modelling of current and recommended client positions
• Prepare, merge, and edit Statements of Advice (SOAs) and related documentation
• Maintain accurate workflow and client systems as required
• Participate in ongoing professional development and technical learning initiatives

• A graduate in Accounting, Business, Engineering, or a related discipline; or
• At least 2-year level standing in college with 2 years of work experience in any industry
• With Advanced Diploma of Paraplanning (preferred but not required)
• Experience using XPLAN or similar financial planning software is preferred but not required
• Strong analytical and problem-solving capabilities
• High attention to detail and accuracy
• Excellent communication skills
• Resourceful, proactive, and results-driven

• 500K per incident HMO coverage + Dental & Optical benefits
• Yearly and milestone salary increments
• 2-week paid Christmas vacation
• Electricity & Data subsidies
• 25K Educational Assistance
• Training and equipment will be provided
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM
• Additional details will be discussed during the Job Offer stage.