Paraplanner: Strategic Financial Planning & SoA Expert

WorkSync Opum Solutons Inc; Makati; On-site; PHP 400,000 - 800,000; Full time

Job summary

A financial services firm in Makati is seeking a Paraplanner to provide technical support to Financial Consultants. You will be responsible for analyzing client financial data, conducting market research on investment products, and drafting suitability reports. The ideal candidate should have a Bachelor's degree in Finance or a related field and 2–5 years of experience in financial services. Strong analytical skills and proficiency in financial planning software are essential. This role offers significant opportunities for professional growth.

Qualifications

• 2–5 years of experience in financial services, preferably in a consulting or IFA environment.
• Proficiency in advanced Excel including pivot tables and complex formulas.
• Progress toward CFP designation or equivalent preferred.

Responsibilities

• Conduct in-depth research on financial products.
• Create cashflow projections and test financial scenarios.
• Draft compliance suitability reports and recommendation letters.
• Ensure compliance with internal and regulatory standards.
• Analyze client data to identify information gaps.
• Assist in the execution of recommendations.

Skills

Attention to detail

Analytical reasoning

Financial planning software proficiency

Advanced Excel

Education

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

Tools

Xplan

Voyant

Morningstar

Job description

A financial services firm in Makati is seeking a Paraplanner to provide technical support to Financial Consultants. You will be responsible for analyzing client financial data, conducting market research on investment products, and drafting suitability reports. The ideal candidate should have a Bachelor's degree in Finance or a related field and 2–5 years of experience in financial services. Strong analytical skills and proficiency in financial planning software are essential. This role offers significant opportunities for professional growth.