Job Description

A financial planning firm in Cebu City is seeking a Paraplanner to assist financial planners by analyzing client needs and recommending suitable products. Responsibilities include data input into financial software, creating compliance documents, and providing feedback to Advisers. The ideal candidate should have a four-year degree or relevant working experience, strong customer service skills, and proficiency in MS Office. Excellent benefits include HMO coverage, vacation days, and educational assistance.
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