Paraplanner
WrkPod
Posted
5 days ago
Cebu, Central Visayas, Philippines
Onsite
PHP 40K
Mid Level
Full Time
Sema Summary
The position of Paraplanner involves providing support for financial planning efforts. Candidates will work primarily on-site in Cebu, Philippines.
About Company
WrkPod is a company focused on providing professional financial planning services tailored to client needs.
Core Requirements
- Bachelor's degree in finance or related field.
- Experience in financial planning.
- Strong analytical skills.
- Ability to work in a team environment.
- Excellent communication skills.
Responsibilities
- Assist financial advisors with client services.
- Conduct research and analysis for financial planning.
- Prepare financial documents for client meetings.
- Maintain and update client records.
- Coordinate with clients for scheduling appointments.
- Monitor market trends and economic changes.
- Support the development of financial strategies.
Must Have skills
Job Keywords
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