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Paraplanner: Strategic Financial Planning & SoA Expert
WorkSync Opum Solutons Inc
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makati, Philippines
Location
makati
Posted
June 08, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
A financial services firm in Makati is seeking a Paraplanner to provide technical support to Financial Consultants. You will be responsible for analyzing client financial data, conducting market research on investment products, and drafting suitability reports. The ideal candidate should have a Bachelor's degree in Finance or a related field and 2β5 years of experience in financial services. Strong analytical skills and proficiency in financial planning software are essential. This role offers significant opportunities for professional growth.
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