Expert Financial Planner

1 day ago

Mandaluyong City, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱4,000,000 - ₱6,500,000
Senior Financial Planning Assistant

We are seeking a skilled Senior Financial Planning Assistant to join our team. As a key member of our finance department, you will be responsible for providing expert financial planning and management services to our clients.


Key Responsibilities:
  • Monitor client investment portfolios to ensure they remain in line with recommended asset allocation
  • Prepare recommendations for the adviser on any changes needed and prepare records of advice
  • Prepare quarterly/annual client performance reports
  • Prepare SMSF investment strategies
  • Liaise with product providers and investment platforms
  • Update and maintain the client's Work in Progress log/CRM tool
  • Reconcile fees and commissions

Requirements:
  • Bachelor's Degree holder of any related course in Commerce or Finance
  • At least 3 years previous experience working in Australian financial planning
  • Experience with portfolio management/investments
  • Preparation of client portfolio report
  • SMSF experience preferred

What We Offer:
  • Competitive salary package and annual appraisal
  • Medical, Dental Coverage and Life insurance from day 1 of employment
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
  • Work From Home arrangement
  • Career growth opportunities

Equal Employment Opportunity Statement:

Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. Our organization ensures the full confidentiality of the data it processes.

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