
Financial Policy Advisor
23 hours ago
World Vision has 75 years of experience in helping vulnerable children overcome poverty and achieve fullness of life. We work with children from all backgrounds in over 100 countries, guided by our Christian faith.
Key Responsibilities:- Develop a clear framework for finance policies and procedures, ensuring adherence to our policy framework.
- Establish appropriate policies and procedures for financial management across the organization.
- Conduct a comprehensive review and approval process for policies and procedures.
- Communicate and orient stakeholders to new policies and procedures or changes to existing ones.
- Provide advice on interpreting and implementing finance policies and procedures.
- Assist in identifying and improving processes and practices within the team and global finance operations, with a focus on continuous improvement and customer satisfaction.
- Policy Development and Amendment
- Develop finance policies and procedures aligned with our policy framework, ensuring compliance.
- Prepare new policies and procedures, and amend existing ones based on external research, feedback, and input from stakeholders and subject matter experts.
- Implement a robust review process for all policies and procedures, consulting relevant stakeholders and subject matter experts.
- Keep up-to-date with organisational policy changes and identify necessary amendments to finance policies and procedures for alignment.
- Communication of Policies and Procedures
- Develop a clear communication framework for new and updated policies and procedures.
- Timely and clear written communications to stakeholders across the organisation.
- Update the organisation's intranet site as the central repository for all policies and procedures.
- Conduct virtual training, updates, and workshops on significant topics, common problems/issues, and other areas requiring deeper understanding.
- Advice and Support
- Advise colleagues on interpreting and implementing finance policies.
- Support other departments in developing and reviewing policies and procedures, including facilitating stakeholder discussions and approvals.
- Continuous Improvement
- Identify opportunities for continuous improvement.
- Lead process improvement initiatives, supporting automation, quality, and efficiency improvements using technology.
- Stay current in related finance areas through self-study and professional development efforts.
-
Financial Consultant
1 week ago
Paranaque City, Calabarzon, Philippines Financial Advisor Full time $30,000 - $80,000 per yearLooking for a career with purpose? Join us as a Financial Advisor and make difference in the lives of your clients and in yours (and your family's) tooQualifications:Can devote 2-4hrs per day (no fixed time)College graduate (4-year course)Willing to be trainedSales experience is not requiredWhat we do as a Financial Advisor?Attend online trainingsWFH set...
-
Career Opportunity
23 hours ago
Antipolo City, Calabarzon, Philippines beBeeFinancial Full time ₱1,200,000 - ₱1,400,000Job Title:Appointment SetterJob Description:The primary goal of this role is to establish connections between individuals seeking financial guidance and experienced advisors who can provide comprehensive planning and protection strategies. As an Appointment Setter, you will play a crucial part in building relationships and facilitating communication with...
-
Financial Advisor
1 week ago
San Pablo City, Calabarzon, Philippines ELROSS INSURANCE AGENCY INC. Full time ₱10,000 - ₱50,000 per yearAbout UsElross Insurance Agency, Inc. (ELIA), a trusted general agency under Insular Life, helps individuals and families across the Philippines secure their financial future through tailored life insurance and investment solutions. We are client-focused, results-driven, and committed to supporting our advisors with the tools and training they need to...
-
Financial Advisor
1 week ago
Cavite City, Calabarzon, Philippines RGG CORP MANAGEMENT on behalf of RGG CORP Full time ₱360,000 per yearRGG CORP MANAGEMENT on behalf of RGG CORP is hiring a Full time Financial Advisor role in Dasmariñas, Calabarzon. Apply now to be part of our team.Job summary:Flexible hours available No experience required for this role Expected salary: ₱30,000 per month HIRING: Financial Advisor (CAVITE ONLY) Qualifications: Professional At least College Level...
-
financial advisor luzon area wfh set up
1 week ago
Antipolo City, Calabarzon, Philippines Norilyn B. Detecio - Insurance Agent Full time ₱100,000 - ₱500,000 per yearPru Life UK Seeks Financial Advisors in Luzon – Flexible WFHWHY CHOOSE PRU LIFE UK?Work from Home - Enjoy the convenience of working from the comfort of your own home.Flexible Schedule - Balance your work and personal life with ease.Competitive Income - Part-time earning potential ranging from 10,000php- 50,000php per monthTravel Incentives - Rewarding...
-
Security Policy Advisor
23 hours ago
Antipolo City, Calabarzon, Philippines beBeeCompliance Full time $60,000 - $80,000Job DescriptionWe are seeking a Compliance Analyst to join our team. In this role, you will be responsible for tailoring security protocols to support client security journeys. You will assist vCISOs with security assessments and technical implementation projects, provide security education, and conduct regular phishing tests for clients.Key...
-
Opportunity for a Skilled Financial Advisor
1 week ago
Paranaque City, Calabarzon, Philippines beBeeFinancial Full time ₱400,000 - ₱800,000Financial Advisor Job DescriptionWe're seeking a skilled Financial Advisor to join our team. As a key member, you'll provide personalized financial planning services to clients, helping them achieve their goals.Responsibilities:Conduct needs analysis to identify clients' financial objectivesDevelop and implement comprehensive financial plans tailored to each...
-
Bancassurance Financial Advisor
2 weeks ago
Cavite City, Calabarzon, Philippines beBeeFinancial Full time ₱800,000 - ₱1,200,000Job OpportunityWe are seeking a highly motivated and goal-oriented Bancassurance Sales Specialist to join our team.The successful candidate will be responsible for delivering customized financial advice to clients, focusing on insurance and investment solutions. They will identify client needs, recommend appropriate financial products, and assist them in...
-
Financial Advisor for Lipa, Batangas
1 week ago
Lipa City, Calabarzon, Philippines Eastwest Ageas Insurance Full time ₱500,000 - ₱1,000,000 per yearBe assigned in EastWest Bank Store in Lipa, Batangas.Earn 20K Base Salary + following Incentives:Earn as much as P15,000.00 monthly position incentiveEarn as much as P18,000.00 monthly by performing your qualified bestUnlimited earning potential from sales commissions and bonusesAre you passionate about helping fellow Filipinos reach their financial goals?...
-
Financial Expert
23 hours ago
Antipolo City, Calabarzon, Philippines beBeeProfessional Full time ₱800,000 - ₱1,000,000About the RoleAs a skilled financial professional, you will be working closely with advisors to prepare and implement comprehensive financial plans for clients. The ideal candidate will possess strong analytical skills, excellent communication skills, and the ability to work independently.The role involves assisting advisors in creating financial plans,...