Senior Financial Planning Specialist

22 hours ago

Calamba, Calabarzon, Philippines beBeeParaplanner Full time ₱2,800,000 - ₱4,000,000

Financial Planning Role

We are seeking a skilled professional to work closely with our advisors in preparing and implementing comprehensive financial plans for clients.

About the Job:

  • Assist in creating detailed financial plans, utilizing knowledge of insurance products and tax strategies.
  • Conduct thorough research on financial concepts, superannuation, and relevant industry regulations.
  • Analyze and prepare financial needs analysis reports to support the development of client-specific financial plans.
  • Collaborate with advisors to identify suitable investment strategies based on client needs and goals.

Key Responsibilities:

  • Collaborate with advisors to gather necessary financial information from clients.
  • Understand and interpret legal documents related to insurance products and other relevant industry agreements.
  • Manage and maintain accurate records of client information within the company database.

Requirements:

  • Minimum 3 years of experience as a financial planner or in a similar role is highly advantageous.
  • Strong numerical and logical reasoning skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Excel and MS Office.

What We Offer:

  • 100% Remote Work Arrangement.
  • Paid Service Incentive Leave (SIL) upon probationary – 1.25 days per month.
  • Flexible holiday arrangement allowing worked regular holiday to convert to additional SIL.

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