Financial Industry Specialist

2 days ago


Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱63,173 - ₱74,829

Job Title: Financial Planning Assistant

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Key Responsibilities:

  • Support the broader business by compiling data; drafting letters and documents as needed.
  • Accurately update client information in our database.
  • Maintain CRM client details with relevant updates.
  • Extract and analyze data from CRM reports, providing insights to relevant stakeholders.
  • Collect and document business requirements and process improvement/automation efforts.
  • Conduct research on various financial topics, insurance products, superannuation retirement and tax strategies.
  • Collaborate with financial advisors to identify suitable 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 information and documents, understand and interpret financial and tax documents related to clients' investments, manage and update client information in our database.
Requirements:
  • At least 3 years of experience in administration or a similar role in the financial planning industry.
  • Proficient in financial planning software such as AdviserLogic or XPlan, or similar tools is required.
  • Strong numerical and logical reasoning skills are essential.
  • Familiarity with Superannuation, Centrelink and Investments in Australia is required.
  • Excellent communication and interpersonal skills.
  • Ability to learn quickly and take initiative is a must.

As a detail-oriented individual who can thrive in a fast-paced environment, you will be responsible for managing multiple tasks simultaneously while maintaining accuracy and attention to detail.



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