Financial Plan Developer

4 days ago

Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱450,000 - ₱700,000
As a Business Planning Associate, you will work closely with financial advisors to prepare and implement comprehensive financial plans for clients. You will assist in creating detailed plans, conduct research on insurance products and financial concepts, and analyze data to support client advice.The ideal candidate will have strong comprehension, logical reasoning, and analytical skills, as well as excellent English language communication skills. You will collaborate with advisors to identify investment strategies and present plans to clients.Responsibilities include:
  • Assisting advisors in creating financial plans
  • Conducting research on insurance products and financial concepts
  • Preparing and analyzing financial needs analysis reports
  • Collaborating with advisors to identify investment strategies
  • Presenting financial plans to clients
Competencies and qualifications required include:
  • 3 years of experience as a Business Planning Associate or similar role in the insurance industry
  • Accounting or similar experience is highly advantageous
  • Strong numerical and logical reasoning skills
  • Excellent command of the English language

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