Financial Planning Specialist

2 days ago


Manila, National Capital Region, Philippines Pru Life UK Full time
About the Opportunity

At Pru Life UK, we are looking for a highly motivated and results-driven individual to join our team as a Financial Planning Specialist. In this role, you will have the opportunity to make a positive impact in the lives of our clients by providing expert financial planning solutions.

As a Financial Planning Specialist, you will be responsible for recommending solutions to clients to achieve their financial objectives. This includes providing guidance on medium to long-term investments, protection, education funding, retirement funding, estate planning, and other related areas.

You will also work closely with existing clients to guide them in making wise financial decisions across different life stages. Additionally, you will develop business by acquiring and building individual and corporate clienteles, manage a group of financial consultants, and work from a home-based setup.



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