Paraplanner
Location
taguig, metro manila
Job Type
Full-time
Category
Finance
Posted
May 31, 2026
15 hours ago Be among the first 25 applicants
Founded in 2005, our partner has been dedicated to offering wealth management services to select clients, fostering strong partnerships with each of them. Their commitment to providing comprehensive wealth management and retirement planning services remains the same nearly 20 years later.
As the team continues to grow, they are looking for a Junior Paraplanner based in Manila, Philippines, to assist Financial Advisors in generating advice documents and implementing advice.
KEY RESPONSIBILITIES
- Preparing Compliant Advice Documents (SoA, RoA) using Xplan.
- Liaising with Fund Managers, insurance/superannuation/platform providers.
- Conducting research for investment/insurance recommendations.
- Completing Advice Implementation.
- Lodgment of implementation paperwork.
SKILLS, EXPERIENCE & QUALIFICATION