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Financial Strategist (Paraplanner) | Day-shift & Weekends Off

₱17,000 - 18,000 per month

1 Year or Less

With business certificates

Established in 2013
501-1000 Employees

Level 2, Mango Square Building, General Maxilom Avenue, Kamputhaw, Cebu City, Cebu

Total vacancies for this job title : Over 10

Posted On: May 05, 2021

Job ID: 377495


VBP is looking for Paraplanners!
The Core financial planning skills that are required are:
  • Excellent report writing skills
  • High attention to detail with your work
  • Ability to analyze data and run scenarios
  • Good understanding of compliance issues
  • Above-average time management skills
  • Understanding of Word and Excel software
We are looking for a number of the brightest and talented people to first undergo an intensive training and education program. You will be required to gain a formal Australian accreditation. 
What you need to bring to the table:
  • Degree in Accounting/Engineering/ Finance/ Commerce (highly regarded)
  • Experience doing process audits or compliance checking
  • Demonstrate from your prior experience your ability to meet and exceed individual productivity targets while ensuring service standards are met
  • Experience preparing documents or reports
  • Excellent interpersonal skills.
  • Experience with and good working knowledge of various tax structure (highly regarded)
  • Experience in using financial planning software (highly regarded)
  • Fresh Graduates are welcome to apply
Enjoy these WFH Perks and more!
  • Equipment delivered to your address
  • Internet Subsidy
  • Electricity Subsidy
  • Fixed Schedule of Mon-Fri from 7 AM to 4 PM
Non-negotiable Requirements:
  • Wifi Connection of at least 10 Mbps
  • Residence within Metro Cebu and neighboring cities preferred
Awesome benefits that you'll enjoy:
  • 2 weeks Christmas vacation
  • 25 days leave credit per year (prorated)
  • 450K HMO coverage
  • 25K Educational Assistance
  • Optical Benefits
  • Incremental increases within the year
  • 5K Referral program
  • 3K Bereavement assistance
  • Temporary Work From Home set-up (during pandemic)
  • Electricity & Data subsidy (during work from home set-up)
  • Solid professional & development training programs
  • Competitive compensation package
  • Relaxed dress code
  • Emergency onsite childcare
  • Standard employment benefits
  • Interest-free company loans
  • Great clients and a wonderful team

How to Apply

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