Expert Financial Planning Associate Wanted

12 hours ago

Davao City, Davao, Philippines beBeeInvestment Full time ₱30,000 - ₱50,000
Financial Planning Associate Position Available

We are seeking an experienced and skilled professional to fill the role of Financial Planning Associate. This is a unique opportunity for a highly motivated individual to join our team and contribute to the growth and success of our organization.

The Financial Planning Associate will play a key role in providing administrative support to our financial planning team. Responsibilities will include maintaining CRM data, generating reports, assisting with client research, supporting investment strategies, and handling various administrative tasks related to financial planning.

This is an excellent opportunity for someone who is passionate about finance and administration and wants to work in a dynamic and fast-paced environment. The ideal candidate will have strong numerical and logical reasoning skills, excellent communication skills, and the ability to work independently and take initiative.

We offer a competitive salary, 100% remote work arrangement, 13th month pay, and free learning and development programs. If you are a detail-oriented, self-starter with a passion for finance and administration, we encourage you to apply for this exciting opportunity.

  • 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 CRM client 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 client information in the company's database.
Key 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.
  • Strong written and verbal communication skills.
Benefits
  • 100% Remote Work.
  • 13th Month Pay.
  • Free Learning and Development Programs.

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