- Location
- Cebu City, Cebu, Philippines · published · Cagayan De Oro City, Misamis Oriental, Philippines
- Type
- Full-time
- Department
- Transportation
- Seniority
- Senior
- Source
- Workable
Description
Take the next step in your career and be rewarded with a six‑figure sign‑on bonus when you apply between April 1 and June 30, 2026.
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.
Main duties include:
- 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.
Benefits
500K per incident HMO coverage + Dental & Optical benefits 2-week paid Christmas vacationElectricity & Data subsidies25K Educational Assistance Training and equipment will be providedFixed Schedule of Mon-Fri from 7 AM to 4 PMAdditional details will be discussed during the Job Offer stage.