...that opens doors to global opportunities. Join us and reshape the path of your professional growth. Job Description As a Paraplanner , you will be tasked with constructing Statements of Advice (SOA) documents that cover a wide range of financial strategies.... 

EMAPTA

Philippines
11 days ago
We are on the lookout for talented individuals who not only possess the right skills and qualifications but also align with our values and contribute to the unique fabric of our organization. YOU DESERVE THE BEST - Enjoy these Perks! ~ Competitive salary and benefits...

Techno Global Team (TGT)

Taguig
20 days ago
Position Title: Financial Paraplanner Work Setup: Onsite Schedule: 07:00 AM 03:30 PM PHT Salary: Php40000..00 Signon Bonus: TBC Our client has provided awardwinning international financial planning wealth management and pensions advice from dualqualified... 

Boomering Inc

Angeles City
15 days ago
We are on the lookout for talented individuals who not only possess the right skills and qualifications but also align with our values and contribute to the unique fabric of our organization. YOU DESERVE THE BEST - Enjoy these Perks!  ~ Competitive salary and benefits...
Taguig
23 days ago
About Us: Outsourced. ph is a leading ISO-certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great...
Manila
16 days ago
 ...Financial Planning Assistant/Paraplanner Location: Cebu City Shift: 7AM - 4PM Monday- - Friday Arrangement: Onsite Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities... 
Cebu City
4 days ago
This is a remote position. Client administration and finance activities including onboarding and implementation; Obtaining financial information from clients and their accountants; Has knowledge in Australian Accounting Taxation and general commercial law...

Access Offshoring

Manila
more than 2 months ago
 ...Job Title: Paraplanner Job Type: Full time Location: Home – Based Overview: We are looking for an experienced Paraplanner to join our team and contribute to our mission of delivering top-notch financial solutions to our clients. As a Paraplanner with us, you... 
Manila
9 days ago
 ...experts in an international role We have an incredible opportunity for you! Our client is offering an exciting position for a Senior Paraplanner that allows you to tap into the global landscape without ever leaving your local desk. In this role you will be responsible for... 

EMAPTA

Metro Manila
more than 2 months ago
WHEN WAS THE LAST TIME YOU HAD FUN AT WORK  If you're a talented individual who loves challenges, be part of our growing team as a Paraplanner now!  What's in it for me Fixed Day Shift with Free Breakfast onsite! Day 1 HMO coverage, 2-week Christmas...

Qwrk.

Central Visayas
17 days ago
Schedule: Monday -Friday (09:00 AM - 06:00 PM AEST) What are we looking for? Bachelor Degree – ideally in Finance or Accounting At least 2 years previous experience working in Australian financial planning At least 2 years experience providing assistance with...
Mandaluyong
19 days ago
 ...WE ARE HIRING PARAPLANNERS! ENJOY A SIGN-ON BONUS! Do you have experience as a Paraplanner supporting an Australian Financial Planning company? Do you enjoy preparing Records of Advice (ROAs) and Statements of Advice (SoAs)? Are you proficient in XPlan? If it'... 
Cebu City
10 days ago
 ...Role Statement The Paraplanner will be responsible for a range of tasks to help the Finance team deliver a timely service to internal and external stakeholders. The core focus is to create and accumulate wealth and work alongside a broad range of clients to devise the... 

Bentleys Queensland

Cagayan Valley
a month ago
 ...solid experience supporting an Australian Financial Planning business as a Financial Planning Admin and with at least 1 year as a Paraplanner. Prior experience with Records of Advice (ROA) and Statements of Advice (SOA) With solid experience using Xplan and its... 
Cebu City
8 days ago
 ...accounting, finance, mathematics or related field Minimum of 2 years’ experience in analysis or reporting, experience as a paraplanner Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting... 

ConnectOS

Mandaluyong
more than 2 months ago
Developers/Programmers (Information & Communication Technology) In this role, you will be responsible for providing paraplanning and administrative assistance to our team of Financial Planners to help meet our client's financial goals. Discover your role's exciting...

OutForce Inc.

Pasig
4 days ago
 ...via ePost for Advisers/CSO’s 11. Communicate with FWrap or FChoice if there are follow-up request 12. Other related tasks – Paraplanner document Requests from Fund Manager Site & assists CSOs  Skills Requirement: Financial Industry experience (banking, FP, accounting... 
Central Luzon
3 days ago
 ...Cebu-Based Career Opportunities: AU Accountants/Bookkeepers Financial Planning VAs Mortgage Broking VAs Executive Assistants Digital Marketing Specialists Team Leaders Project Managers Mortgage Parabrokers (anywhere in the PH) Paraplanners... 
Cebu City
12 days ago
 ...& Netwealth. Experience with insurance platforms such as TAL Zurich Neos OnePath AIA Clearview & PPS. Supervise 2 or more Paraplanners and 3 Financial Planning Assistants including mentoring coaching training and conducted annual reviews. Recruitment induction... 

EMAPTA

Metro Manila
more than 2 months ago
 ...PowerPoint knowledge What are the things expected of me? Work with your assigned client as a professional representative of SMSF Paraplanners Set up client files Collect data accurately on behalf of our clients- this may include phoning, investigating online and... 
Cebu City
2 days ago
 ...Financial Planning Administrator/ Client Service Officer, you will be supporting a team of Financial Advisors, Associate Adviser and Paraplanners. Your responsibility includes ensuring client files are accurate and up to date, completing relevant forms and applications, and... 
Manila
a month ago
 ...experience supporting an Australian Financial Planning business (as a Client Services Officer, Financial Planning Administrator, or Paraplanner) Preferably with experience with using various CRMs preferably Adviser Logic and Xplan Experience in Investment and/or... 

VA Platinum Pty Ltd Inc.

Cebu City
3 days ago
 ...VAs Executive Assistants Digital Marketing Specialists Project Managers Mortgage Parabrokers (anywhere in the PH) Paraplanners Your application will include the following questions: What's your expected monthly basic salary? How many years' experience... 

VA Platinum Pty Ltd Inc.

Cebu City
1 day ago
 ...Cebu-Based Career Opportunities: AU Accountants/Bookkeepers Financial Planning VAs Mortgage Broking VAs Executive Assistants Digital Marketing Specialists Team Leaders Project Managers Mortgage Parabrokers (anywhere in the PH) Paraplanners... 
Cebu City
12 days ago
 ...regulations and standards governing financial advisory services. Requirements 5 years of industry experience as a paraplanner to support the financial planning process. Demonstrate advanced proficiency in XPlan including adept use of XTools Risk... 

PeoplePartners Inc

Metro Manila
a month ago
 ...impressive systems. Other Cebu-Based Career Opportunities: Financial Planning VAs Mortgage Broking VAs Executive Assistants Digital Marketing Specialists Virtual Assistants Paraplanners Parabrokers Mortgage Parabrokers (anywhere in the PH)... 
Cebu City
a month ago
 ...Cebu-Based Career Opportunities: AU Accountants/Bookkeepers Financial Planning VAs Mortgage Broking VAs Executive Assistants Digital Marketing Specialists Team Leaders Project Managers Mortgage Parabrokers (anywhere in the PH) Paraplanners... 
Cebu City
a month ago
 ...Financial Advice Leader Lead our financial advice process for all one-off & ongoing clients Supported by Advice Research / Paraplanner (Cristine) & Implementation / CSM (Shella) Additional Admin (Ivy) & Executive Assistant (Aleana) support available Receive referrals... 

Ensombl

Philippines
5 days ago