Paraplanner: SoA & Financial Modeling Expert

A financial consultancy firm in Makati is seeking a Paraplanner to provide high-level technical support to Financial Consultants. The ideal candidate will analyze financial data, conduct market research, and draft comprehensive Statements of Advice. They will ensure compliance with regulatory standards while assisting in the execution of financial recommendations. Strong skills in financial planning software and a bachelor's degree in a related field are required. This role demands attention to detail and analytical reasoning.
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