Financial Planning Specialist

1 month ago


Quezon City, National Capital Region, Philippines Pru Life UK - LSLIA Full time
Unlock Your Financial Potential

Are you looking for a rewarding career that offers financial stability and growth opportunities? Do you want to make a meaningful impact on people's lives by helping them achieve their financial goals?

As a Financial Advisor at Pru Life UK - LSLIA, you will play a crucial role in providing expert financial guidance and education to our clients. Your primary responsibility will be to assess clients' financial situations, develop personalized financial solutions, and present insurance and investment plans that meet their needs.

Key Responsibilities:

  • Conduct thorough financial assessments to identify clients' financial objectives and priorities
  • Develop and present tailored financial solutions, including insurance and investment plans
  • Provide financial education and literacy to clients, helping them make informed decisions about their financial futures
  • Build and maintain strong relationships with clients, understanding their needs and preferences

What We Offer:

  • Competitive weekly commissions and performance bonuses
  • Incentives and recognition for outstanding performance
  • Travel opportunities and time flexibility, allowing you to work from home or part-time
  • Stable internet connection and access to online training and resources
  • Career growth and development opportunities within a dynamic and supportive team

Requirements:

  • College graduate or fresh graduate with a strong academic record
  • No prior work experience required, but a willingness to learn and be trained is essential
  • Stable internet connection and basic computer skills

Join our team of dedicated professionals and take the first step towards a fulfilling career in financial services. Apply now and discover the opportunities that await you



  • Quezon City, National Capital Region, Philippines Recruiter PH Full time

    Job OverviewWe are seeking an experienced Financial Planning Specialist to join our team at Recruiter PH. The successful candidate will play a key role in performing and analyzing financial modules, providing insights to management, and supporting forecasting and financial planning activities.ResponsibilitiesAnalyze financial data, including results,...


  • Quezon City, National Capital Region, Philippines IRONCUE CONSTRUCTION AND SUPPLY Full time

    At IRONCUE CONSTRUCTION AND SUPPLY, we are seeking a highly organized and detail-focused Financial Planning Specialist to join our team.Responsibilities:Key Responsibilities:• Prepare and review financial documents, reports, and statements.Requirements:• Bachelor Graduate (Any course)• Excellent Organizational Skills• Ability to think creatively and...


  • Quezon City, National Capital Region, Philippines Pru Life UK - LSLIA Full time

    About the Role:We are seeking a skilled Financial Planning Specialist to join our team at Pru Life UK - LSLIA.The successful candidate will be responsible for offering expert financial advice and educating clients on insurance, savings, and investment services to help them achieve their long-term financial goals.Main Responsibilities:Assess clients'...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial Inc. Full time

    Job DescriptionUndertakes financial planning interviews using structured presentation processes and fact-finding materials.Key ResponsibilitiesAnalyzes and prepares reports, presenting findings with recommendations for Sun Life Grepa products.Completes application forms and attends to underwriting requirements.Provides after-sales services and develops sound...


  • Makati City, National Capital Region, Philippines WHR Global Consulting Full time

    We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at WHR Global Consulting. This is a unique opportunity for a dedicated professional to utilize their expertise in financial planning and management to drive business growth.About the Role:The successful candidate will be responsible for managing financial data,...


  • Quezon City, National Capital Region, Philippines Recruiter PH Full time

    Financial Planning and Analysis Expert **Job Summary:** We are seeking a highly skilled Financial Planning and Analysis Expert to join our team at Recruiter PH. As a key member of our finance team, you will be responsible for performing and analyzing financial modules and results, data accuracy, trends, depreciation, working capital, cash flow,...


  • Marikina City, National Capital Region, Philippines Awesam Smile Dental Clinic Full time

    About the role: Our Financial Planning and Analysis Specialist will play a key part in driving business growth at Awesam Smile Dental Clinic. This role is responsible for leading financial strategies, process improvement, and system simplification to maximize profit margins. The ideal candidate will have expertise in financial planning and analysis, with a...


  • Quezon City, National Capital Region, Philippines Global Cosmetics Full time

    Financial Operations SpecialistAt Global Cosmetics, we are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for managing day-to-day financial transactions, including accounts payable and accounts receivable.Key Responsibilities:Prepare and analyze financial reports,...


  • Quezon City, National Capital Region, Philippines WHR Global Consulting Full time

    Financial Analyst for Budget PlanningJoin WHR Global Consulting as a Financial Analyst for Budget Planning and take on a challenging role that requires strong analytical and communication skills.About the Role:We are seeking a highly skilled Financial Analyst to join our team in Commonwealth Quezon City. As a Financial Analyst, you will be responsible for...


  • Quezon City, National Capital Region, Philippines AUTOLUBE CORPORATION Full time

    We are seeking a highly skilled Financial Record Specialist to join our team at Autolube Corporation.About the RoleAs a Financial Record Specialist, you will be responsible for maintaining financial records and reports, performing account reconciliations, assisting with budget and close processes, and maintaining accounts payable documentation.You will work...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    About the Role:Sun Life Grepa Financial, Inc. is seeking a skilled Insurance Sales Specialist - Affinity Financial Officer to join our team. As a key member of our sales team, you will be responsible for promoting, marketing, and selling the company's life insurance products through the provision of financial planning services to seafarers.Key...


  • Quezon City, National Capital Region, Philippines Modernbrands Inc. Full time

    Modernbrands Inc., a leading provider of luxury furniture, is seeking a skilled Financial Control Specialist to join our team. The ideal candidate will have a strong background in auditing and a keen eye for detail.Key Responsibilities:Conduct internal audits to assess the effectiveness of financial controls and compliance with regulations.Review and analyze...


  • Quezon City, National Capital Region, Philippines Manpower Core Group Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Reporting Specialist to join our team at Manpower Core Group Inc.The ideal candidate will have 3-5+ years of experience in designing and implementing internal controls, with a strong understanding of US GAAP and financial reporting principles.As a Financial Reporting Specialist, you will be responsible...


  • Makati City, National Capital Region, Philippines Headstart Specialist Full time

    QualificationsWe are seeking a highly skilled and experienced Credit Risk Specialist to join our team at GearCraft Mechanical. The ideal candidate will possess a strong educational background in Commerce, Accounting, Economics, and Finance, or an equivalent field.Key requirements for this role include:5+ years of experience in a credit risk commercial...


  • Quezon City, National Capital Region, Philippines Cobden & Carter International Full time

    Job SummaryCobden & Carter International seeks a skilled Financial Operations Specialist to apply management accounting practices and techniques. The ideal candidate will plan and achieve objectives, maintain production process models, and support strategic planning by offering insights to strategy and operations leadership.Key ResponsibilitiesApply...


  • Quezon City, National Capital Region, Philippines Sourcefit Philippines Full time

    Job Details: **Job Summary:** We are seeking a highly skilled FP&A Lead to join our team at Sourcefit Philippines. As a key member of our finance team, you will be responsible for analyzing financial data, preparing forecasts and budgets, and providing financial insights to support business decisions. **Responsibilities:** * Assist in analyzing financial...


  • Quezon City, National Capital Region, Philippines Multi-Line Corp. Full time

    As a valued member of the Multi-Line Corp. team, we are seeking a highly skilled and detail-oriented Chief Financial Reporting Specialist to join our organization.Job Summary:This is a key role in our finance department responsible for ensuring accurate and timely financial reporting. The successful candidate will have strong analytical skills, attention to...


  • Quezon City, National Capital Region, Philippines WHR Global Consulting Full time

    At WHR Global Consulting, we are looking for a highly skilled Financial Analyst to join our team in Commonwealth, Quezon City. As a key member of our finance department, you will play a vital role in driving business performance and growth.About the RoleWe offer a competitive salary of up to 45k monthly, commensurate with your skills and experience. If you...


  • Makati City, National Capital Region, Philippines Obanana Corp Full time

    Financial Planning Role at Obanana CorpObanana Corp is seeking a skilled Financial Planning Analyst to join our team. The ideal candidate will have expertise in analyzing financial data to identify company performance and benchmarking market trends. Key responsibilities include:Key Responsibilities:Analyze financial data to identify company performance and...


  • Quezon City, National Capital Region, Philippines J-K Network Services Full time

    Job Title: Sales Planning SpecialistAt J-K Network Services, we are seeking a highly skilled Sales Planning Specialist to join our team. The ideal candidate will have a strong background in sales strategy and be able to analyze data to drive business growth.Job Summary:The Sales Planning Specialist will be responsible for working closely with the sales team...