Paraplanner: Strategic Financial Planning & SoA Expert

A financial services firm in Makati is seeking a Paraplanner to provide technical support to Financial Consultants. You will be responsible for analyzing client financial data, conducting market research on investment products, and drafting suitability reports. The ideal candidate should have a Bachelor's degree in Finance or a related field and 2–5 years of experience in financial services. Strong analytical skills and proficiency in financial planning software are essential. This role offers significant opportunities for professional growth.
#J-18808-Ljbffr