Seeking Financial Planning Specialist

2 weeks ago


Imus, Calabarzon, Philippines beBeeFinancial Full time ₱350,000 - ₱650,000
Financial Planning Specialist

We are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for preparing and lodging forms and documentation for superannuation, investments, insurance, and other financial products.

  • Preparing and lodging forms and documentation for superannuation, investments, insurance, and other financial products as directed
  • Tracking implementation tasks and following up on outstanding items
  • Managing internal databases and updating client records in line with compliance requirements
  • Drafting emails and client correspondence for adviser review
  • Assisting with report generation and other general administrative tasks


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