Full-time
Assistant Paraplanner: Client-Focused Financial Planning
Posted by DBA Advisory • Subic, Zambales, Philippines
About the Role
A financial services company in Subic is looking for an Assistant Paraplanner to join their team. The role includes preparing advice agreements, conducting client assessments, and maintaining client data. Candidates should have a degree in Financial Management and at least 2 years' experience in a similar environment. Strong analytical skills and proficiency in financial planning software are essential. This position offers a dynamic team environment aimed at achieving client financial goals.
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