VBP

Ethical outsourcing solutions for financial firms

Senior Paraplanner - Client Delivery

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeCebu City, Philippines

About the Job

Requirements

At least 3 years of experience as a paraplanner in a financial services environment.
Strong knowledge of financial products, regulations, and compliance requirements.
An Advanced Diploma or certification related to financial planning or paraplanning.
Proficiency in financial planning software such as XPLAN and Microsoft Office.
Strong attention to detail and written and verbal communication skills.
Ability to manage multiple projects and meet deadlines effectively.

Responsibilities

Conduct comprehensive fact-finding and accurately enter client data into financial planning software.
Develop complex financial models and scenarios to evaluate various strategies.
Ensure financial strategies comply with current legislation and regulatory requirements.
Prepare detailed Statements of Advice and related documentation according to licensee and adviser specifications.
Create Executive Summaries and other compliance documents supporting Statements of Advice.
Review adviser-prepared materials and provide constructive feedback to ensure client files are complete and compliant.
Mentor and guide junior paraplanners to uphold quality standards and best practices.

Senior Paraplanner | With ₱70,000 Sign-on Bonus

VBP · Cebu City, Philippines (Hybrid) · Full-time · Posted 2026-04-29

Salary: unknown currency 720,000–1,080,000

Workplace: hybrid

Department: Client Delivery

Description

Applications received from October 1 to December 18, 2026, are eligible for a ₱70,000 Sign-On Bonus!

Overview of the Role

The Senior Paraplanner plays a critical role in supporting financial advisers by providing advanced paraplanning services, ensuring high quality and compliant financial planning documentation. The Senior Paraplanner delivers detailed analysis, research, and preparation of financial strategies and client reports to assist in effective client engagement and decision making.

Main duties include:

Conduct comprehensive fact-finding and input client data accurately into financial planning software.
Develop complex financial models and scenarios to evaluate various strategies.
Ensure all financial strategies comply with current legislation and regulatory requirements.
Prepare detailed Statements of Advice (SoA) and related documentation in accordance with licensee and adviser specifications.
Create Executive Summaries and other compliance documents supporting the SoA.
Review adviser-prepared materials and provide constructive feedback to ensure completeness and compliance of client files.
Mentor and guide junior paraplanners to uphold quality standards and best practices.

Requirements

Minimum of 3 years experience as a Paraplanner in a financial services environment.
Strong knowledge of financial products, regulations, and compliance requirements.
Advanced Diploma or certification related to financial planning or paraplanning.
Proficiency in financial planning software (e.g., XPLAN) and Microsoft Office.
Excellent attention to detail and strong written and verbal communication skills.
Ability to manage multiple projects and meet deadlines effectively.

Benefits

500K per incident HMO coverage + Dental & Optical benefits
2-week paid Christmas vacation
Electricity & Data subsidies
25K Educational Assistance
Training and equipment will be provided
Fixed Schedule of Mon-Fri from 7 AM to 4 PM
Additional details will be discussed during the Job Offer stage.

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About the Company

VBP

Ethical outsourcing solutions for financial firms

VBP provides outsourced services to Australian financial firms, focusing on ethical and sustainable solutions. It delivers IT infrastructure, education and training, and information security to improve efficiency and protect data through long-term contracts. The company differentiates itself by its emphasis on inclusivity, social responsibility, and certifications like B Corp and ISO 27001, aligning profitability with environmental and social goals. Its goal is to be a trusted, long-term partner for finance sector clients, combining strong security, sustainable practices, and workforce development to support growth in the Australian market.

Company size: 501-1,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Australia
Founded: 2013

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