Senior Paraplanner | With ₱70,000 Sign-on Bonus
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Before you apply
LocationCagayan De Oro City, Misamis Oriental, Philippines
Typefull-time
SenioritySenior
Experience3+ yrs
DepartmentClient Delivery
Company size51–200 people
PostedApr 29, 2026 · 6mo ago
Verified live2d ago
May no longer be actively hiring
Posted by the company on Apr 29, 2026
At a glanceSummarised by Seekless from the posting.
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
Strong written and verbal communication skills
Ability to manage multiple projects and meet deadlines effectively
Skills
XPLAN
Microsoft Office
Benefits
Hmo
Dental insurance
Optical insurance
Paid vacation
Electricity subsidy
Data subsidy
Tuition assistance
Training
Equipment
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:
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Conduct comprehensive fact-finding and input client data accurately into financial planning software.
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Develop complex financial models and scenarios to evaluate various strategies.
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Ensure all financial strategies comply with current legislation and regulatory requirements.
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Prepare detailed Statements of Advice (SoA) and related documentation in accordance with licensee and adviser specifications.
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Create Executive Summaries and other compliance documents supporting the SoA.
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Review adviser-prepared materials and provide constructive feedback to ensure completeness and compliance of client files.
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Mentor and guide junior paraplanners to uphold quality standards and best practices.
Requirements
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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
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Electricity & Data subsidies
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25K Educational Assistance
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Training and equipment will be provided
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Fixed Schedule of Mon-Fri from 7 AM to 4 PM
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Additional details will be discussed during the Job Offer stage.