Client Planning Specialist

1 day ago

Manila, National Capital Region, Philippines beBeeFinancial Full time ₱1,500,000 - ₱2,000,000

We are seeking a highly skilled Client Planning Specialist to join our team. In this role, you will play a crucial part in supporting financial advisors by managing client interactions and administrative tasks for seamless service delivery.

The ideal candidate will have a strong understanding of financial systems and be proficient in using Xplan. Additionally, they should have excellent verbal and written English communication skills.

Key Responsibilities:
  • Schedule review meetings with financial advisors to ensure timely and efficient service delivery.
  • Manage incoming calls from prospective clients, providing them with tailored solutions and exceptional customer service.
  • Prepare comprehensive review meeting documentation, highlighting key findings and recommendations.
  • Send pre-meeting information packs to clients as needed, ensuring they are well-prepared for their review meetings.
  • Provide day-to-day administrative support to implementation associates, helping them to stay organized and focused on delivering high-quality results.
Required Skills and Qualifications:
  • Diploma or degree in any field.
  • Minimum of 2 years of experience working as a paraplanner or in a similar financial services support role.
  • Strong understanding of financial systems and regulations.
  • Proficient in using Xplan and other financial software applications.
  • Excellent verbal and written English communication skills.

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