Senior Paraplanner | With ₱70,000 Sign-on Bonus
Full-time
VBP
Applications received from October 1 to December 18, 2026, are eligible for a ₱70,000 Sign-On Bonus!
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.
Requirements
- Minimum of 3 years experience as a Paraplanner in a financial services environment.
- 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.
Benefits
- 500K per incident HMO coverage + Dental & Optical benefits
- 2-week paid Christmas vacation
- Electricity & Data subsidies
- 25K Educational Assistance
- Training and equipment will be provided
- Fixed Schedule of Mon-Fri from 7 AM to 4 PM
- Additional details will be discussed during the Job Offer stage.
Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Senior Paraplanner | With ₱70,000 Sign-on Bonus in Cagayan de Oro vacancy
- ...Remote Schedule: Full-time, aligned with U.S. business hours (Pacific Time Zone)... ...in financial analysis with a strong focus on cash flow modeling, P&L management, budgeting... ...Prior experience operating in a mid- to senior-level analytical role with ownership over...
- ...Requirements. At least 6 months call center experience High School or Senior High School graduate Confident and comfortable communicating... ...& Benefits: Paid training-start earning while you learn! Performance bonuses enjoy additional income through incentives and rewards
BPO Hiring
Cagayan de Oro8 days ago - ...professional skills. Qualifications: - High School Graduate, Senior High School Graduate, College Undergraduate, or College Graduate... ...development - Performance incentives - Healthcare benefits - Career growth opportunities Salary Package: - Up to PHP 20,000
Neksjob
Cagayan de Oro6 days ago - ...activities, including managing email sign-in processes, supporting... ...Invoicing Reports . You will assist with maintaining organized records... ...top provider so you can focus on work without worrying about... ...13th Month Pay: A well-earned bonus to celebrate the results of your...
20000 Php
...Representative, you will assist customers with their inquiries, questions, and... .... Qualifications Senior High School graduates are... ...computer skills. Willing to work on shifting schedules. Willing to... ...What We Offer Salary up to ₱20,000/month Training provided Career...Neksjob Corporation
Cagayan de Oro23 days ago25000 - 30000 Php
...records in the HRIS and collaborating directly with the HR Director, you will actively improve... ...workflows and keep staffing priorities on track. Requirements Is... ...hours. 13th Month Pay: A well-earned bonus to celebrate the results of your year’s...- ...professionally. Assist customers with inquiries, concerns, and basic... ...Graduate (Old Curriculum) or Senior High School Graduate. No BPO... .... Willing to work onsite and on shifting schedules, including... .... Performance incentives and bonuses. HMO and other company...
Neksjob Corporation
Cagayan de Oro23 days ago - ...high school graduate (old curriculum) or senior high school graduate (new curriculum) • With or without Call Center Experience • Willing to WORK ON SITE Good to excellent English... ...Leave Benefits • Exciting Performance Bonuses Are you interested to apply? Then click...
Talent Outsourcing Channel Solutions
Cagayan de Oromore than 2 months ago - ...Location: Cagayan de Oro City (CDO) Salary: Earn up to ₱16,000 Joining Bonus: ₱10,000 Qualifications: -At least 6 months of call center... ...Willing to work onsite -Available for full-time employment -Willing to work on shifting schedules -Work Setup: Full-time | Onsite
Neksjob Corporation
Cagayan de Oro5 days ago - ...costs, discounts, and freight surcharges on every quote to maintain accurate margins and... ...Driven Thinker: You enjoy working with large volumes of structured data, complex... ...hours. 13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort...
- ...will conduct disciplined claim follow-ups on a fixed, alternating bi-weekly schedule to... ...Functional Harmony: You will coordinate closely with Project Managers to ensure the scope,... ...hours. 13th Month Pay: A well-earned bonus to celebrate the results of your year’s...
- ...under the name, “Much Prosperity Trading International, Inc.” on January 25, 2010. With over 50 years in the industry, MPTII is on its way on... ...Qualifications Qualifications : At least Senior High School graduate or College level With retail or sales...
- .... High School Graduate (Old Curriculum), Senior High School Graduate, or College Graduate.... ...typing skills. Willing to work onsite and on a shifting schedule, including weekends... ...salary package Performance incentives and bonuses HMO and other company benefits Paid training...
Neksjob Corporation
Cagayan de Oro26 days ago - ...Responsibilities: Manage incoming calls with professionalism and courtesy... ...: Willing to work on site Education: At least High School or Senior High School Graduate Basic computer... ...Training Competitive Salary + Bonuses HMO and Other Benefits Career...
BPO Hiring
Cagayan de Oro6 days ago 20000 Php
...Location: Cagayan de Oro City Salary: Up to ₱20,000/month No Experience Required Start... ...welcome to apply. Qualifications: • Senior High School graduates are welcome • No... ...Basic computer skills • Willing to work on-site and shifting schedules • Positive attitude...Neksjob Corporation
Cagayan de Oro16 days ago- ...streamline their operations so they can focus on growth. We don't just process routine... ...directly to end clients. Navigating with Precision: You will log into multiple insurance... ...hours. 13th Month Pay: A well-earned bonus to celebrate the results of your year’s...
- ...tier investment and longevity funds operate with absolute precision. We don't just process... ...context rather than just checking boxes on a to-do list. Requirements... ...hours. 13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort...
- ...workstation, firewall, and switch is updated on schedule. Driving SLA Excellence:... ...& Standards: Partnering directly with CISO and Compliance leadership, you will... ...hours. 13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort...
- ...schedules, and operational workflows operate with total precision and zero bottlenecks.... ...cracks. Tech-Savvy: You bring hands-on experience using Buildertrend for project... ...hours. 13th Month Pay: A well-earned bonus to celebrate the results of your year’s...
- ...Service Representative, you’ll assist customers with inquiries, returns, upgrades, and... ...onsite at our offices or remotely, depending on the role. Qualifications: At least... ...Why Choose Us? Exciting performance bonuses and account-specific allowances Career...
BPOJobOpenings
Cagayan de Oro24 days ago - ...management Delivering top-notch service with confidence and knowledge in a friendly manner... ...CCE • Good computer navigational skills on multiple systems • Typing speed of 25 -... ...us? Competitive Salary Great Performance Bonuses & Account Specific Allowances Career...
Talent Outsourcing Channel (TORCH) Solutions
Cagayan de Oro13 days ago - ...Education (CE) and presentation logistics on platforms like AEC Daily—from generating QR... ...run light. Tech-Savvy: You excel with CRMs (especially Salesforce), construction... ...hours. 13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort...
- ...customer service through active listening - Work with confidential customer information in a secure manner - Aim to resolve issues on the first call by being proactive -... ...QUALIFICATIONS - At least High school or Senior High school Graduate. - Preferable with at...
Career Professionals Inc.
Cagayan de Oro29 days ago - ...in Cagayan de Oro. Qualifications: -High School Graduate, Senior High School Graduate, College Undergraduate, or College Graduate... ...development -Performance incentives -Healthcare benefits -Career growth opportunities Salary Package: Up to PHP 20,000
Neksjob
Cagayan de Oro9 days ago - ...Schedule: Dayshift (Mondays to Saturdays) Salary: Php15,000- Php23,000 Work Set Up: On-Site BENEFITS: ✨ HMO ✨ Government Mandated Benefits... ...Month Pay JOB REQUIREMENTS: ✨Bachelor’s degree holder ✨With 1-year of accounting experience ✨Proficient in using any...
JK.hiring30
Cagayan de Oroa month ago - ...Contributor Employment Type: Full-time Work Setup: On-site (Bank Branch) Location: Cagayon De Oro... ...: Bancassurance Base Salary: PHP 15,000 - 25,000 About the Job: As a Banking Sales... ...-centric financial solutions that align with the unique needs and aspirations of the clients...
- ...Qualifications: -Candidate must possess a Senior High/Vocational/Bachelor’s/Diploma/College Degree... ...required) -Computer literate and familiar with programmable logic control (PLC) is an advantage -Must be willing to work on a shifting schedule -Highly responsible and...
Cagayan Corn Products Corporation
Cagayan de Oroa month ago - ...listening skills (English proficiency preferred). Education: At least High School or Senior High School Graduate. Basic computer literacy Why Join Us Paid Training Competitive Salary + Bonuses HMO and Other Benefits Career Growth Opportunities Fun and Supportive Team...
BPO Hiring
Cagayan de Oro15 days ago - ...We're Looking For High school diploma or equivalent applicant with 6mos. experience in a customer service or call centre environment... ...What We Offer Competitive salary and performance-based bonuses Comprehensive health and medical benefits Opportunities for career...
Talent Outsourcing Channel (TORCH) Solutions
Cagayan de Oro25 days ago - Start your career with us! We're hiring Customer Service Representatives and we welcome beginners... ...SH/SHS Grad Willing to work on site Basic computer literacy Good communication... ...Us Paid Training Competitive Salary Bonuses HMO and Other Benefits Career Growth Opportunities...
BPO Hiring
Cagayan de Oro14 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Paraplanner | With ₱70,000 Sign-on Bonus. Be the first to apply!
