Financial Planning Coordinator

1 day ago


Cebu City, Central Visayas, Philippines beBeefinancialplanning Full time ₱54,000 - ₱73,200
Job Description

We are seeking a skilled and experienced individual to fill the role of Financial Planning Coordinator. This position will involve working closely with financial planners to support investment strategies and handle administrative tasks related to financial planning.

The ideal candidate will have excellent communication skills, both written and verbal, and be able to maintain accurate records and reports. They will also have experience with financial planning software such as AdviserLogic or XPlan.

This is an exciting opportunity for someone who is detail-oriented, organized, and able to work well under pressure. If you are a motivated and enthusiastic individual who is looking for a new challenge, we would love to hear from you.



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