Paraplanner
Role Description and Responsibilities
In undertaking this role you will focus on assisting the principal adviser of the practice in delivering financial planning services to clients and prospective clients. The role is very much a team oriented one, supplementing the efforts of the principal adviser and working well with other staff.
Required Skills and Qualifications
Roles and Responsibilities
- Assist with the completion and structuring of advice being prepared for new clients
- Research technical matters involved with advice being developed
- Financial modelling associated with strategy work for clients
- Attending to correspondence in and out of the office including email
- Obtain portfolio information (primarily from the web) required for clients, team leader and FA’s
- Assist the FA’s and Team leader with administration items
- Keep up to date with industry legislation
- Liaise with fund managers and BDM’s
- General office duties
- Assist with the development of all forms of advice to clients
Previous experience
- At least 1 – 2 years similar experience in a financial services organisation
- Knowledge of a recognised Financial Planning Software
- Client service focus
- Solid knowledge and delivery of the financial planning process
- Technical knowledge of superannuation, retirement planning, debt, SMSFS, estate planning and taxation
- Strong investment market knowledge
- Excellent time management & organisational skills and the ability to identify areas or methods
which could be improved - Excellent client relationship management with high satisfaction and retention levels
- Ability to develop and maintain client relationships in a professional manner
- Role type
- Finance
- Role
- Financial Analyst
- Locations
- Robinsons Cyberscape Gamma, Ortigas Center, Pasig City
- Remote status
- Fully Remote
- Work Schedule
- Mondays to Fridays - 6:00 am to 3:00 pm MNL time
- Shifting Schedule?
- false
- Shifts with Daylight Savings?
- true
About Satellite Office
Satellite Office partners with some of the world’s leading brands to build high-performing offshore teams based in the Philippines. Our people work directly with international clients in roles that are meaningful, challenging, and rewarding. Whether you’re in customer service, IT, digital marketing, finance, or creative design, you’ll be empowered to do your best work, and build a career you can be proud of.
At Satellite Office, we’re committed to creating a workplace unlike any other, fostering growth through engaging employee programs, continuous learning and development, team-building experiences, company-wide celebrations, and world-class office spaces.
Why You'll Love Working Here:
🌟 You’re Valued.
You won’t just be a number. You’ll be part of a close-knit, collaborative team where your contributions matter.
🚀 You’ll Grow.
From day one, you’ll have access to learning opportunities, mentoring, and support to help you reach your full potential.
🎉 You’ll Belong.
We’re proud of our vibrant and inclusive culture, filled with team-building events, company-wide celebrations, wellness programs, and more.
🏢 You’ll Work in Style.
Our world-class offices are located in premium business hubs like BGC and Ortigas. Modern, comfortable, and designed to bring out your best.
💼 You’ll Work with Global Brands.
We match you with top international clients where you’ll work directly with their teams and make a real impact.
Whether you’re starting a new chapter or growing in your profession, Satellite Office is where you’ll find more than just a job. You’ll find a career you can be proud of.