Rhea
Virtual Paraplanner | Financial Planning Assistant | SOA Support
Verified
With Timeproof
Overview
Looking for full-time work (8 hours/day)
at $3.32/hour ($640.00/month)
Bachelors degree
Last Active
July 1st, 2026 (10 days ago)
Member Since
October 13th, 2020
Profile Description
Qualified Paraplanner with a Bachelor’s Degree in Financial Management and a Diploma in Paraplanning. I support financial advisers with research, financial analysis, and preparation of financial planning documents.
Skills include:• Statement of Advice (SOA) support• Financial fact-finding and data analysis• Superannuation and investment research• Financial planning documentation• Spreadsheet and administrative support
I also have accounting experience in invoicing and financial record management, which strengthened my attention to detail when working with financial data.
I am organized, detail-oriented, and committed to providing reliable paraplanning support to financial advisers.
Top Skills
Accounting » Bookkeeping
Experience: 6 months - 1 year
Office and Administration » Microsoft Excel
Experience: 6 months - 1 year
Accounting » Financial Accounting » Xplan
Experience: Less than 6 months
I
Other Skills
Office and Administration » Microsoft Power Point
Experience: 1 - 2 years
Office and Administration » Microsoft Word
Experience: 6 months - 1 year
Design » Graphic Design » Canva
Experience: Less than 6 months
Office and Administration » Google Suite
Experience: Less than 6 months
Professional Services » Management Services » Finance Management
Experience: Less than 6 months
Professional Services » Management Services » Business Management
Experience: Less than 6 months
Office and Administration » SAP ERP
Experience: Less than 6 months
Basic Information
- Age
- 25
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Cebu City, Cebu
- Tests Taken
- IQ
- Score: 114
- DISC
- Dominance: 4%
- Influence: 17%
- Steadiness: 51%
- Compliance: 29%
- English
- C2(Advanced/Mastery)
- Government ID
- Sign Up with Pro Account to View
“My Filipino specialist who is absolutely amazing..go get your OFS today!”
Eden Einav
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