Paraplanner | Cebu - Onsite
TOA Global
Date: 2 weeks ago
City: Cebu City
Contract type: Full time

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