Senior Paraplanner: Compliance & Financial Modeling Pro

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

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.