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Financial Planning Associate

2 weeks ago

Cebu City, Central Visayas, Philippines Multiply Wealth Management Full time

Australian-based company Multiply Wealth Management is looking for a skilled Financial Planning Associate to join their team. The successful candidate will be responsible for providing administrative support to their financial planners and assisting in the implementation of financial advice.

The ideal candidate will have at least two years of experience in the financial planning industry, with a strong understanding of Xplan software and Microsoft Office. A degree in Accounting or Finance is preferred.

The key responsibilities of this role include:

  • Assisting in the preparation of reports and application forms.
  • Liaising with clients to gather information and resolve issues.
  • Managing data entry and file management within Xplan CRM.

We are committed to providing a supportive and collaborative work environment, with opportunities for professional growth and development.