Financial Planning Analyst for Offshore Market

4 days ago


Cebu City, Central Visayas, Philippines VA Platinum | Outsourcing Experts Full time

Responsibilities:

This role involves tasks such as providing quotes for either Risk and/or Financial Planning SoA, conducting product cost comparisons for Superannuation, Pension, and Investments, and ensuring comprehensive financial analysis.

You will also generate new business income from risk insurance and superannuation advice this financial year, coupled with implementing advice for clients' financial plans.

Liaising effectively with fund managers, administrators, and life companies to oversee client affairs is also a key responsibility.

We are looking for someone who can contribute positively to our team's dynamic and has a keen eye for detail, a passion for financial analysis, and the desire to elevate their career in financial planning.



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