For Hire: Paraplanner for a company based in Ortigas Centre, Pasig City
Position title
Paraplanner
Description
  • Maintenance of financial planning software based on client instructions and documents provided
  • Reconciliation of portfolios
  • Modelling of Financial Advice per client's instruction
  • Generation of advice documents (Statement of Advice or Record of Advice) and supporting reports relating to the advice
  • Drafting of advice documents based on client instructions
Qualifications
  • Accounting or Finance graduate
  • With 3-5 years of paraplanning experience
  • Hybrid 7:00 AM to 4:00 PM or 8:00 AM to 5:00 PM
Contacts

To apply for this job email your details to glorelynn@kcrecruitment.com.

Employment Type
Full-time
Industry
Research and Insight Consultancy
Job Location
Pasig City
Working Hours
7:00 AM - 4:00 PM or 8:00 AM to 5:00 PM
Base Salary
P50,000-P60,000
Date posted
03/10/2022
Valid through
04/07/2022
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Position: Paraplanner

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