Senior Paraplanner: Compliance & Financial Modeling Pro

VBP; Cebu City; On-site; PHP 446,400 - 669,600; Full time

Benefits offered by this job

500K HMO coverage + Dental & Optical benefits

2-week paid Christmas vacation

Electricity & Data subsidies

25K Educational Assistance

Training and equipment provided

Fixed schedule Mon-Fri 7 AM to 4 PM

Job summary

VBP in Cebu City is looking for a Senior Paraplanner who will support financial advisers with comprehensive analysis, research, and preparation of financial strategies. Candidates must possess a minimum of 3 years experience in paraplanning, a strong understanding of financial products and compliance, and proficiency in financial planning software such as XPLAN. This role encompasses mentoring junior staff and preparing compliance-related documents. The position offers several employee benefits, including HMO coverage and educational assistance.

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 as per specifications.

Skills

Financial products knowledge

Regulatory compliance

Financial planning software proficiency

Communication skills

Attention to detail

Project management

Education

Advanced Diploma or certification related to financial planning or paraplanning

Tools

XPLAN

Microsoft Office

Job description

VBP in Cebu City is looking for a Senior Paraplanner who will support financial advisers with comprehensive analysis, research, and preparation of financial strategies. Candidates must possess a minimum of 3 years experience in paraplanning, a strong understanding of financial products and compliance, and proficiency in financial planning software such as XPLAN. This role encompasses mentoring junior staff and preparing compliance-related documents. The position offers several employee benefits, including HMO coverage and educational assistance.