Paraplanner | Cebu - Onsite

Paraplanner

Location: Cebu

Schedule: Monday – Friday; 7:00 AM to 4:00 PM PHT

Unlock your potential! At TOA Global, we are dedicated in supporting people add their potential and grow their careers in the global accounting industry. With our top-grade learning programs, multiply your competency to stay ahead in the ever-evolving accounting landscape.

Subtract the uncertainties with our winning culture of collaboration and achieve perfect balance of work-life.

About The Role ….

• Assist Financial Planners in conducting client meetings and gathering financial data.
• Research financial products and strategies to ensure recommendations are in the best interest of the client.
• Analyze client information and prepare cash flow analyses, investment projections, and retirement planning scenarios.
• Develop comprehensive financial plans and reports for clients, including but not limited to investment strategies, estate planning, risk management, and retirement planning.
• Draft written advice and provide technical financial planning support.
• Liaise with product providers and other third parties to gather detailed product and service information.
• Ensure compliance with all relevant regulations and industry standards.
• Maintain up-to-date knowledge of financial legislation, market trends, and product developments.
• Utilize financial planning software to model financial scenarios and create reports.
• Collaborate with the administration team to ensure that all paperwork and client documentation is accurate and complete.
  
  

About You ….

We are looking for an A-star individual, passionate and competent with what they do and bringing the WOW with the following qualifications:

• Relevant tertiary qualifications in finance, economics, or financial planning.
• Diploma of Financial Planning (DFP) or Certified Financial Planner (CFP) designation is highly regarded.
• Proven experience as a Paraplanner or in a similar role within a financial planning or wealth management environment.
• Strong understanding of financial strategies, products, and compliance requirements.
• Excellent analytical and numerical skills.
• Proficiency in financial planning software and Microsoft Office Suite.
• Exceptional verbal and written communication skills.
• Detail-oriented with strong organizational and time management abilities.
• Ability to work independently and collaboratively as part of a team