Paraplanner
Skill Finders Ph
Posted
5 days ago
Mandaue, Central Visayas, Philippines
Onsite
PHP 30K
Entry Level
Full Time
Sema Summary
The Junior Paraplanner role involves supporting financial planners in developing and executing client strategies. This on-site position is ideal for individuals looking to grow in the financial sector.
About Company
Skill Finders Ph is dedicated to connecting talented individuals with opportunities in various domains, focusing on professional growth and development.
Core Requirements
- Bachelor's degree in Finance or related field
- Strong analytical skills
- Excellent communication abilities
- Experience with financial software
- Ability to work under pressure
Responsibilities
- Assist financial planners in preparing client documents
- Conduct research on financial markets
- Prepare financial reports and presentations
- Maintain client records and communications
- Support client meetings with necessary information
- Collaborate with team members on client strategies
- Stay updated on financial regulations and policies
Must Have skills
Job Keywords
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