Technical Support Associate - Paraplanning
$500,000–$500,000 year
On-site · Cebu City, Central Visayas, Philippines
Job Summary
The Technical Support Associate (TSA) for Paraplanning provides technical support by delivering training and coaching to Paraplanners. Responsibilities include managing support channels, conducting technical development coaching sessions, identifying skill gaps among team members, and collaborating with various departments on training and projects. The role requires a Bachelor's degree, at least 2 years of paraplanning experience, and strong communication, organizational, and relationship-building skills. Additional benefits include health coverage, educational assistance, and a fixed work schedule.
Required Qualifications
- Tertiary education or Graduate of any four (4) year course
- Minimum of 2 years of paraplanning experience
Desired Qualifications
- Good communication and emotional intelligence skills
- Exceptional organizational and time management skills
- Strong understanding of the Financial Planning Industry and various advice strategies
- Ability to form great working relationships with Team Members and their respective leaders
- Willing to be a team player, mentor and coach team members
This role has closed. Sorce can match you with similar open roles and apply on your behalf.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.