Senior Paraplanner & Mentor—Advanced Financial Planning

Virtual Business Partners LLC; Cagayan de Oro; On-site; PHP 550,000 - 950,000; Full time

Benefits offered by this job

Sign-on bonus PHP70,000

HMO + Dental & Optical

2 weeks Christmas vacation

Electricity & Data subsidies

Educational assistance PHP25,000

Training provided

Fixed schedule Mon-Fri 7 AM to 4 PM

Job summary

Virtual Business Partners LLC is seeking a Senior Paraplanner to support financial advisers with advanced paraplanning, analysis, and preparation of client reports. You will ensure compliant documentation and high-quality SoA packages, collaborating with advisers to enable informed decision-making.

The role includes mentoring junior paraplanners, handling multiple projects, and maintaining accuracy across complex financial models while adhering to regulatory requirements.

Qualifications

• Minimum 3 years experience as a Paraplanner in financial services.
• 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.

Responsibilities

• Conduct comprehensive fact-finding and input client data into financial planning software.
• Develop complex financial models and scenarios to evaluate strategies.
• Ensure all strategies comply with current legislation and regulatory requirements.
• Prepare detailed Statements of Advice (SoA) and related documentation.
• Create Executive Summaries and other compliance documents for the SoA.
• Review adviser-prepared materials for completeness and compliance.
• Mentor junior paraplanners to uphold quality standards.

Skills

Paraplanner experience

Regulatory knowledge

Attention to detail

Communication skills

Multitasking

Project management

Education

Advanced Diploma or certification in financial planning

Tools

XPLAN

Microsoft Office

Job description

Virtual Business Partners LLC is seeking a Senior Paraplanner to support financial advisers with advanced paraplanning, analysis, and preparation of client reports. You will ensure compliant documentation and high-quality SoA packages, collaborating with advisers to enable informed decision-making.

The role includes mentoring junior paraplanners, handling multiple projects, and maintaining accuracy across complex financial models while adhering to regulatory requirements.