Financial Planning Support Specialist

11 hours ago

Batangas, Calabarzon, Philippines beBeeInvestment Full time ₱30,000 - ₱50,000
About the Role

As a key member of our team, you will be responsible for maintaining customer relationships, generating reports, assisting with research, supporting investment strategies, and handling administrative tasks related to financial planning.

We are looking for a collaborative, detail-oriented, and action-driven individual with strong English communication skills (both written and verbal) who thrives in a fast-paced environment. The ideal candidate has a keen eye for detail, can think independently of tasks and processes and the capability to effectively manage your time independently throughout the workday.

Responsibilities
  • Support the broader business by compiling data; drafting letters and documents as needed
  • Data entry to and from our CRM and Document Management tools
  • Maintain customer information with relevant updates
  • Creating reports from the CRM and providers portals, providing analysis to relevant stakeholders
  • Collect and document 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.
  • Assist advisers in researching existing clients' products.
  • Conduct research on insurance products, financial concepts, superannuation retirement and tax strategies
  • Collaborate with advisers to identify appropriate investment strategies based on client needs and goals
  • Attend 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 customer information in our database.
Required Skills and Qualifications
  • 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

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