Semesteria Logo
Engage Financial Solutions

Paraplanner

Engage Financial Solutions

Posted

2 weeks ago

Manila, National Capital Region, Philippines

Remote

PHP 50K

Junior Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

As a Paraplanner at Engage Financial Solutions, you will support financial advisors by conducting research and preparing documentation for client meetings. This role requires strong analytical skills and attention to detail to help create effective financial plans. Ideal candidates will possess a background in finance or a related field, with opportunities available for individuals looking to grow their careers in a hybrid work environment. Interested applicants should be proactive in their approach and ready to collaborate with clients and advisors.

About Company

Engage Financial Solutions is a dynamic firm specializing in providing personalized financial strategies to clients. The company values expertise and commitment to client success, creating tailored financial solutions.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Strong research skills
  • Proficient in financial software
  • Excellent communication skills
  • Attention to detail

Responsibilities

  • Assist in preparing financial plans
  • Conduct market research
  • Prepare documentation for client meetings
  • Collaborate with financial advisors
  • Maintain client records
  • Respond to client inquiries
  • Support ongoing client communication

Must Have skills

Analytical skillsCommunicationResearchFinancial planningClient management

Nice To Have Skills

TeamworkProblem-solvingTime managementCritical thinkingAdaptability

Job Keywords

ParaplanningFinanceClient supportFinancial analysisDocumentation

Similar Jobs