Paraplanner: SoA & Financial Modeling Expert

Task-Wise Va Consultancy Inc.; Makati; On-site; PHP 446,400 - 669,600; Full time

Job summary

A financial consultancy firm in Makati is seeking a Paraplanner to provide high-level technical support to Financial Consultants. The ideal candidate will analyze financial data, conduct market research, and draft comprehensive Statements of Advice. They will ensure compliance with regulatory standards while assisting in the execution of financial recommendations. Strong skills in financial planning software and a bachelor's degree in a related field are required. This role demands attention to detail and analytical reasoning.

Qualifications

• Typically 2–5 years in financial services, ideally in a consulting firm or IFA.
• Proficiency in financial planning software and advanced Excel skills.
• Progress toward a CFP designation or equivalent preferred.

Responsibilities

• Conduct in-depth research on financial products.
• Create cashflow projections and stress-test scenarios.
• Draft detailed, compliant suitability reports.
• Ensure compliance with internal and regulatory standards.
• Analyze client data and identify gaps.
• Assist in executing investment and insurance recommendations.

Skills

Technical Research

Financial Modeling

Report Writing

Compliance & Audit

Client Data Analysis

Proficiency in financial planning software

Advanced Microsoft Excel

Exceptional attention to detail

Strong analytical reasoning

Ability to translate technical data

Education

Bachelor’s degree in Finance, Accountancy, Economics, or a related field

Tools

Xplan

Voyant

Morningstar

Job description

A financial consultancy firm in Makati is seeking a Paraplanner to provide high-level technical support to Financial Consultants. The ideal candidate will analyze financial data, conduct market research, and draft comprehensive Statements of Advice. They will ensure compliance with regulatory standards while assisting in the execution of financial recommendations. Strong skills in financial planning software and a bachelor's degree in a related field are required. This role demands attention to detail and analytical reasoning.