Paraplanner
Jambalaya Group
Paraplanner
VBP· Client Delivery
About this role
Overview of the role
As a Paraplanner, you'll work closely with financial planning practices to develop compliant advice documents aligned with client objectives, licensee requirements, and industry best practices.
This role is ideal for professionals who enjoy financial analysis, strategy development, technical research, and producing high-quality advice documentation.
Main duties include:
- Review Fact Finds and update CRM systems
- Conduct pre-flight audits of SOA files to ensure complete documentation
- Participate in strategy confirmation discussions
- Prepare product comparisons and quotation analyses
- Perform financial modelling of current and recommended client positions
- Prepare, merge, and edit Statements of Advice (SOAs) and related documentation
- Maintain accurate workflow and client systems as required
- Participate in ongoing professional development and technical learning initiatives
- A graduate in Accounting, Business, Engineering, or a related discipline; or
- At least 2-year level standing in college with 2 years of work experience in any industry
- With Advanced Diploma of Paraplanning (preferred but not required)
- Experience using XPLAN or similar financial planning software is preferred but not required
- Strong analytical and problem-solving capabilities
- High attention to detail and accuracy
- Excellent communication skills
- Resourceful, proactive, and results-driven
- 500K per incident HMO coverage + Dental & Optical benefits
- Yearly and milestone salary increments
- 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 Paraplanner position at VBP?
The salary for this 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 Paraplanner position at VBP located?
This 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 Paraplanner role at VBP full-time or part-time?
This is listed as a Full time position. It is posted as a Paraplanner role in the Client Delivery department at VBP.
Which team or department does the Paraplanner at VBP belong to?
This 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 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 Paraplanner job at VBP posted?
This Paraplanner position at VBP was posted on Sep 23, 2026. Apply as soon as possible — early applications are often reviewed first.
Paraplanner
VBP
You'll be redirected to VBP's official application page on workable.