Paraplanner
Engage Financial Solutions
Posted
2 weeks ago
Manila, National Capital Region, Philippines
Remote
PHP 50K
Junior Level
Full Time
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
Nice To Have Skills
Job Keywords
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