Senior Financial Planning Professional

1 day ago


Cainta, Calabarzon, Philippines beBeeFinancialPlanning Full time ₱600,000 - ₱800,000
Job Overview

We are seeking a senior financial planning professional to join our team.

Key Responsibilities
  • Monitor client investment portfolios to ensure they remain aligned with recommended asset allocation and strategies.
  • Prepare recommendations for advisors on any changes needed and maintain accurate records of advice.
  • Develop comprehensive SMSF investment plans and strategies.
  • Liaise with product providers and investment platforms to ensure seamless service delivery.
  • Update and maintain the client's work in progress log/CRM tool to facilitate efficient operations.
  • Reconcile fees and commissions accurately.
Requirements
  • Bachelor's degree in Commerce or a related field is required.
  • A minimum of three years' experience working in Australian financial planning is necessary.
  • Experience with Xplan is highly advantageous.


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