Senior Finance Strategist

1 week ago

Marikina City, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱4,000,000 - ₱8,000,000
Job Title:

Senior Financial Planning Assistant

About the Role:

This is a challenging and rewarding opportunity for an experienced Financial Planner to join our team in providing high-quality financial planning services to clients.

Key Responsibilities:
  • Monitor client investment portfolios to ensure alignment with recommended asset allocation.
  • Prepare recommendations for the adviser on any changes needed and maintain records of advice.
  • Produce quarterly and annual client performance reports.
  • Develop SMSF investment strategies.
  • Establish liaison with product providers and investment platforms.
  • Update and maintain the client's Work in Progress log/CRM tool.
  • Reconcile fees and commissions.
  • Coordinate with clients for administrative support.
Requirements:
  • A minimum of 3 years' experience working in Australian financial planning.
  • Bachelor's Degree holder in Commerce or a related field.
  • Experience with portfolio management/investments.
  • Preparation of client portfolio reports.
  • Prior experience with SMSFs is preferred, but not essential.
  • Xplan experience is advantageous, but not required.
Work Environment:

The successful candidate will work Monday to Friday (8:00 AM to 5:00 PM Manila Time).

Benefits:
  • Medical, dental coverage, and life insurance from day one of employment.
  • Paid vacation and sick leave, with quarterly sick leave conversion.
  • A competitive salary package and annual appraisal.
  • A comprehensive financial assistance program.
  • Mandatory government benefits and a 13th month pay.

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