Insurance Financial Planning Associate

3 days ago

Manila, National Capital Region, Philippines beBeeProfessional Full time ₱500,000 - ₱775,000
Financial Planning Assistant

We are seeking an experienced and skilled financial planning assistant to join our team.

The successful candidate will be responsible for preparing and implementing financial plans for clients, working closely with our advisors to ensure that client needs are met.

The ideal candidate will have strong comprehension, logical reasoning, and analytical skills, as well as impeccable English language communication skills in both written and verbal.

Key Responsibilities:
  • Assist advisors in creating comprehensive financial plans for clients
  • Conduct research on insurance products, financial concepts, superannuation, and tax strategies
  • Prepare and analyze financial needs analysis reports to support the development of financial plans
  • Collaborate with advisors to identify appropriate investment strategies based on client needs and goals
  • Attend client meetings with advisors to present and review financial plans
  • Work with clients to gather necessary financial information and documents
  • Understand and interpret legal documents related to insurance products
  • Manage and update client information in our database
Competencies and Qualifications:
  • 3 years of experience as a financial planning assistant or in a similar role in the financial industry is preferred
  • Accounting or similar experience is highly advantageous
  • Strong numerical and logical reasoning skills
  • Good with math and comfortable working with numbers
  • Familiarity with legal documents related to insurance products
  • A desire to become an expert in both financial products and advice preparation
  • Excellent command of the English language
  • Strong skills in Microsoft Excel and MS Office
  • Meticulous attention to detail, especially in calculations and materials prepared
  • Self-starter, able to work independently and take initiative
What We Offer:
  • 100% Remote Work
  • Paid Service Incentive Leave (SIL) upon probationary – 1.25 days per month
  • Flexible arrangement allowing worked regular holiday to convert to additional SIL
  • Annual performance appraisal subject for review
  • Access to our free Learning and Development programs
Application Process:

We strive to make the application process as transparent and respectful as possible. The typical interview process includes a Recruiter Interview, Client Interview, and Practical Test. Throughout each stage, we'll keep you informed and provide feedback as quickly as we can.

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