Paraplanner Trainee

CLEAR Corporate Solutions
Job Category (Other - General Staff) - Full-time
Job Location 6th Floor Lepanto Building, 8747 Paseo de Roxas, Makati City
Job Salary₱ 20,000

Job posted on: 2019-07-28 (5 years ago)

Job Description

Newly-graduates are welcome to apply and be trained in:
  • Preparation of financial plans and statement of advice which are legally binding documents
  • Assisting Financial Planners in reviewing, analyzing and preparing financial plans
  • Preparation and review of documentation and reports for Financial Planners, including maintaining and improving templates
  • Inputting data and modelling of client strategies through Xplan or other relevant software
  • Research and analysis of data
  • Having direct liaison with clients, fund managers, superannuation funds, insurance companies and internal stakeholders to execute plans and strategies
  • Research technical strategies and new products as required
  • Ensuring strict compliance with legislation and licensee standards

Job Qualifications

About CLEAR Corporate Solutions

CLEAR Corporate Solutions provides outsourcing solutions to Australian small to medium sized businesses. The benefits of outsourcing are clear: streamlined staff, improved processes, greater efficiency, maximised profitability, freedom to focus on core business activities.

Companies seeking innovation, flexibility and scalability in their operations can achieve this through outsourcing with CLEAR.


When looking at ways to improve your business, outsourcing can provide significant benefits.  It delivers business savings and improves efficiencies.  It's a better way to manage your business.


Outsourcing with CLEAR allows businesses to:

  • Choose highly qualified, university-educated staff
  • Have staff available 24 hours a day / 365 days a year if required
  • Significantly reduce staffing costs and all other associated office-related costs
  • Improve productivity, processes and efficiency

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