Paraplanner: Financial Planning & SOA Specialist

VBP in Cebu City seeks a Paraplanner to develop compliant advice documents aligned with client objectives and industry standards. You will review data, perform financial modelling, and prepare SOAs and related docs for high-quality client guidance.

The role emphasizes analytical rigor, accuracy, and proactive collaboration with planners and licensees. Training and equipment are provided, with a fixed Mon-Fri schedule.