Senior Paraplanner

Virtual Business Partners Pty. Ltd.; Cebu City; On-site; PHP 600,000 - 800,000; Full time

Benefits offered by this job

500K per incident HMO coverage + Dental & Optical benefits

2-week paid Christmas vacation

Electricity & Data subsidies

25K Educational Assistance

Training and equipment provided

Fixed Schedule of Mon-Fri from 7 AM to 4 PM

Job summary

Virtual Business Partners Pty. Ltd. is seeking a Senior Paraplanner to support financial advisers by providing advanced paraplanning services. The role involves conducting fact-finding, developing complex financial strategies, and preparing compliance documents. Applicants should have at least 3 years of experience in a financial services environment, excellent communication skills, and proficiency in financial planning software like XPLAN. The position offers benefits including HMO coverage, educational assistance, and a fixed schedule.

Qualifications

• Minimum of 3 years experience as a Paraplanner in a financial services environment.
• Strong knowledge of financial products, regulations, and compliance requirements.
• Excellent attention to detail and strong written and verbal communication skills.

Responsibilities

• Conduct comprehensive fact-finding and input client data accurately into financial planning software.
• Develop complex financial models and scenarios to evaluate various strategies.
• Prepare detailed Statements of Advice (SoA) and related documentation.

Skills

Financial product knowledge

Attention to detail

Communication skills

Project management

Education

Advanced Diploma or certification in financial planning

Tools

XPLAN

Microsoft Office

Job description

Overview of the Role

The Senior Paraplanner plays a critical role in supporting financial advisers by providing advanced paraplanning services, ensuring high quality and compliant financial planning documentation. The Senior Paraplanner delivers detailed analysis, research, and preparation of financial strategies and client reports to assist in effective client engagement and decision making.

Responsibilities

• Conduct comprehensive fact‑finding and input client data accurately into financial planning software.
• Develop complex financial models and scenarios to evaluate various strategies.
• Ensure all financial strategies comply with current legislation and regulatory requirements.
• Prepare detailed Statements of Advice (SoA) and related documentation in accordance with licensee and adviser specifications.
• Create Executive Summaries and other compliance documents supporting the SoA.
• Review adviser‑prepared materials and provide constructive feedback to ensure completeness and compliance of client files.
• Mentor and guide junior paraplanners to uphold quality standards and best practices.

Qualifications

• Minimum of 3 years experience as a Paraplanner in a financial services environment.
• Strong knowledge of financial products, regulations, and compliance requirements.
• Advanced Diploma or certification related to financial planning or paraplanning.
• Proficiency in financial planning software (e.g., XPLAN) and Microsoft Office.
• Excellent attention to detail and strong written and verbal communication skills.
• Ability to manage multiple projects and meet deadlines effectively.

Benefits

• 500K per incident HMO coverage + Dental & Optical benefits
• 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