Paraplanner

VBP

. Work closely with financial planning practices to develop compliant advice documents aligned with client objectives, licensee requirements, and industry best practices .

Posted 9/24/2026full-timeCebu City • PhilippinesJuniorMid-Level💰 ₱300,000 - ₱960,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning practices, including the preparation and review of Statements of Advice (SOAs) and financial modeling. Proficient in using financial planning software and maintaining compliance with industry standards.

Highest-signal resume keywords

Financial ModellingStatement Of Advice (SOA) PreparationXPLAN Software ExperienceAnalytical Problem-SolvingAttention To Detail

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModellingStatement Of Advice (SOA) PreparationProduct Comparison AnalysisFact Find ReviewDocumentation Auditing

Soft Skills

Analytical Problem-SolvingExcellent CommunicationResourcefulnessProactivityResults-Driven

Tools & Technologies

XPLANCRM Systems

Certifications & Qualifications

Advanced Diploma Of Paraplanning

Industry Keywords

Financial PlanningComplianceClient ObjectivesBest PracticesWorkflow Management

About the role

Key responsibilities & impact

Work closely with financial planning practices to develop compliant advice documents aligned with client objectives, licensee requirements, and industry best practices
Review Fact Finds and update CRM systems
Conduct pre-flight audits of SOA files to ensure complete documentation
Participate in strategy confirmation discussions
Prepare product comparisons and quotation analyses
Perform financial modelling of current and recommended client positions
Prepare, merge, and edit Statements of Advice (SOAs) and related documentation
Maintain accurate workflow and client systems as required
Participate in ongoing professional development and technical learning initiatives

Requirements

What you’ll need

A graduate in Accounting, Business, Engineering, or a related discipline; or
At least 2-year level standing in college with 2 years of work experience in any industry
Advanced Diploma of Paraplanning preferred but not required
Experience using XPLAN or similar financial planning software preferred but not required
Strong analytical and problem-solving capabilities
High attention to detail and accuracy
Excellent communication skills
Resourceful, proactive, and results-driven

Benefits

Comp & perks

500K per incident HMO coverage + Dental & Optical benefits
Yearly and milestone salary increments
2-week paid Christmas vacation
Electricity & Data subsidies
25K Educational Assistance
Training and equipment will be provided
Fixed Schedule of Mon-Fri from 7 AM to 4 PM
Additional details will be discussed during the Job Offer stage.