Senior Paraplanner
Vbp· Client Delivery
About this role
Take the next step in your career and be rewarded with a five‑figure sign‑on bonus when you apply between April 1 and June 30, 2026.
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.
- 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.
- 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.
Frequently Asked Questions
Is the salary disclosed for the Senior Paraplanner position at Vbp?
The salary for this Senior Paraplanner role at Vbp is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Senior Paraplanner position at Vbp located?
This Senior Paraplanner role at Vbp is based in Cebu City, Cebu, Philippines. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Senior Paraplanner role at Vbp full-time or part-time?
This is listed as a Full time position. It is posted as a Senior Paraplanner role in the Client Delivery department at Vbp.
Which team or department does the Senior Paraplanner at Vbp belong to?
This Senior Paraplanner position is part of the Client Delivery department at Vbp. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Senior Paraplanner position at Vbp?
Click the "Apply Now" button on this page. You will be redirected to Vbp's official application portal hosted on workable where you can submit your application directly.
When was the Senior Paraplanner job at Vbp posted?
This Senior Paraplanner position at Vbp was posted on Apr 29, 2026. Apply as soon as possible — early applications are often reviewed first.
Senior Paraplanner
Vbp
You'll be redirected to Vbp's official application page on workable.