Paraplanner
TOA Global
Posted
3 weeks ago
Pampanga, Central Luzon, Philippines
Remote
PHP 48K
Mid Level
Full Time
Sema Summary
The Paraplanner role at TOA Global involves supporting financial advisors in preparing and implementing client financial plans. Candidates should possess relevant experience in finance, strong analytical skills, and excellent communication abilities. The position is full-time and hybrid, located in Pampanga, Central Luzon, Philippines, with a competitive salary range. This role is suitable for professionals looking to advance their careers in financial planning.
About Company
TOA Global is a fast-growing organization specializing in providing exceptional financial services and support to advisors globally. They focus on delivering high-quality solutions and fostering a collaborative work environment.
Core Requirements
- Bachelor's degree in finance or related field
- Experience in financial planning
- Strong analytical skills
- Excellent communication skills
- Ability to work in a hybrid environment
Responsibilities
- Support financial advisors with client plans
- Prepare financial documents and reports
- Conduct research on financial products
- Analyze client financial situations
- Manage client inquiries and provide support
- Collaborate with team members to enhance services
- Maintain accurate records and documentation
Must Have skills
Nice To Have Skills
Job Keywords
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