Paraplanner (Up to 70K) - Angeles, Pampanga
1 buwan ang nakalipas
Job summary
We are seeking a dynamic and experienced Paraplanner to assists financial advisers by preparing accurate advice documents, managing client information, supporting compliance requirements, and ensuring the smooth delivery of an end-to-end advice process.
Benefits
- Company-provided laptop + second monitor
Paglalarawan ng trabaho
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I-access ang lahat ng mataas na antas na posisyon at makuha ang trabahong pinapangarap mo.
Mga katulad na trabaho
Assistant Paraplanner
1 linggo ang nakalipas
We are looking for an Assistant Paraplanner who can help clients achieve their financial goals while developing skills in financial planning software. · Prepare annual advice agreements, fee forms, invoices, and review packs. · Efficiently implement and terminate annual advice ag ...
Assistant Paraplanner
1 linggo ang nakalipas
We are seeking an Assistant Paraplanner to join our team. The successful candidate will have a degree in Financial Management/Planning, Business, Banking and Finance and Economics or any equivalent degree. · Prepare annual advice agreements, fee forms, invoices, and review packs. ...