Senior Paraplanner
Cagayan De Oro Cityonsitesenior
Posted 5mo ago · via Workable
About this role
Applications received from July 1 to September 30, 2026, are eligible for a ₱50,000 Sign-On Bonus! Overview of the Role The Senior Paraplanner plays a critical role in supporting financial advisers by providing advanced paraplanning services, ensuring high quality and compliant financial planning documentation. The Senior Paraplanner delivers detailed analysis, research, and preparation of financial strategies and client reports to assist in effective client engagement and decision making. Main duties include: Conduct comprehensive fact-finding and input client data accurately into financial planning software. Develop complex financial models and scenarios to evaluate various strategies. Ensure all financial strategies comply with current legislation and regulatory requirements.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Cagayan De Oro City. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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