Paraplanner: Precision Financial Advice and Modelling

Qwrk; Cebu City; Presencial; PHP 300.000 - 420.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fixed Day Shift

Day 1 HMO coverage

2-week Christmas break

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Paraplanning

Report writing

English proficiency

Attention to detail

Educación

Advanced Diploma of Paraplanning

College graduate

Herramientas

MS Outlook

Excel

Word

PowerPoint

Descripción del empleo

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.