Financial Planning Coordinator

2 weeks ago

Porac, Philippines beBeeFinancial Full time ₱200,000 - ₱350,000

As a financial planning assistant, you will be responsible for maintaining data, generating reports, and supporting client research and investment strategies.

About the Role

This role is ideal for an individual with strong analytical skills, attention to detail, and excellent communication skills. You will be working in a fast-paced environment where you will be responsible for:

  • Compiling data and drafting documents as needed
  • Data entry to and from our CRM and Document Management tools
  • Maintaining CRM client information with relevant updates
  • Creating reports from the CRM and providers portals, providing analysis to relevant stakeholders
  • Collecting and documenting business requirements and process improvement/automation efforts
  • Project research and special projects for the team as required
  • Formatting, drafting, editing and sending emails and customer correspondence.
  • Assisting advisers in researching existing clients' products.
  • Conducting research on insurance products, financial concepts, superannuation retirement and tax strategies
  • Collaborating with advisers to identify appropriate investment strategies based on client needs and goals
  • Attending client meetings with advisors to present and review financial plans, work with clients to gather necessary information and documents, understand and interpret financial and tax documents related to clients' investments, manage and update client information in the company's database.
Required Skills and Qualifications

To succeed in this role, you will need:

  • At least 3 years of experience as an Administration Assistant or in a similar role in the financial planning industry
  • Proficient in financial planning software such as AdviserLogic or XPlan, or similar tools is required
  • Strong numerical and logical reasoning skills
  • Good with math and comfortable working with numbers
  • Familiarity with Superannuation, Centrelink and Investments in Australia
  • A desire to become an expert in wealth products and advice preparation.
  • Excellent command of the English language
  • Strong skills in Microsoft Excel and MS Office is a must
  • Meticulous attention to details, especially in calculations and materials prepared
  • Self-starter, has the ability to work independently and takes initiative. There are elements to your training that will be expedited if you are able to take initiative with respect to your learning
  • Strong written and verbal communication skills
What We Offer
  • 100% Remote Work
  • 13th Month Pay
  • Free Learning and Development Programs

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