Paraplanner | Cebu - Onsite

Paraplanner

Location: Cebu

Schedule: Monday – Friday; 7:00 AM to 4:00 PM PHT

Unlock your potential! At TOA Global, we are dedicated in supporting people add their potential and grow their careers in the global accounting industry. With our top-grade learning programs, multiply your competency to stay ahead in the ever-evolving accounting landscape.

Subtract the uncertainties with our winning culture of collaboration and achieve perfect balance of work-life.

About the role ….

• Assist Financial Planners in conducting client meetings and gathering financial data.
• Research financial products and strategies to ensure recommendations are in the best interest of the client.
• Analyze client information and prepare cash flow analyses, investment projections, and retirement planning scenarios.
• Develop comprehensive financial plans and reports for clients, including but not limited to investment strategies, estate planning, risk management, and retirement planning.
• Draft written advice and provide technical financial planning support.
• Liaise with product providers and other third parties to gather detailed product and service information.
• Ensure compliance with all relevant regulations and industry standards.
• Maintain up-to-date knowledge of financial legislation, market trends, and product developments.
• Utilize financial planning software to model financial scenarios and create reports.
• Collaborate with the administration team to ensure that all paperwork and client documentation is accurate and complete.

About you ….

We are looking for an A-star individual, passionate and competent with what they do and bringing the WOW with the following qualifications:

• Relevant tertiary qualifications in finance, economics, or financial planning.
• Diploma of Financial Planning (DFP) or Certified Financial Planner (CFP) designation is highly regarded.
• Proven experience as a Paraplanner or in a similar role within a financial planning or wealth management environment.
• Strong understanding of financial strategies, products, and compliance requirements.
• Excellent analytical and numerical skills.
• Proficiency in financial planning software and Microsoft Office Suite.
• Exceptional verbal and written communication skills.
• Detail-oriented with strong organizational and time management abilities.
• Ability to work independently and collaboratively as part of a team

What you need to know ….

Benefits: Enjoy the following perks and benefits:

• The best Health and Insurance Plan (up to 50k maternity benefits; enroll your dependents, parents, or common-law partner)

• Enjoy your Tenure Recognition Program with additional free HMO dependent or Cash incentives

• An Annual Performance Review with Salary Increase

• Logging off on time for you to enjoy more personal time

• International career growth and connections

• Access to certifications and courses from Ab2 Institute of Accounting

• Unlimited cash incentives for hired referrals

• 20%-night differential and non-taxed allowances

• Having weekends off and taking up to 21 paid leave days

• A family-first culture and work-life fulfillment

• 20+ options of free coffee and chocolate drinks

• Billiards, table tennis, or foosball in our breakout room

• Exclusive TOA merchandise and fun onsite activities

• Healthy workplace near residences, malls, restaurants, and sports hubs

Shifts: Monday to Friday; 7:00 AM to 4:00 PM PHT

Location: Cebu

We live by our values to cultivate and foster growth and innovation.

BE AWESOME: Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.

KEEP IT REAL: We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.

BRING THE WOW: We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.

DREAM BIG, ACHIEVE MORE: We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement

Join TOA Global and experience the difference!

We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.