Chief Financial Planning Coordinator

1 day ago

Taguig, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱300,000 - ₱450,000
Job Description

We seek a meticulous and detail-driven professional with strong English communication skills to excel as a Financial Planning Assistant.

As a key member of the team, you will be responsible for maintaining CRM data, generating reports, supporting investment strategies, and handling administrative tasks related to financial planning.

Key Responsibilities
  • Compile data; draft letters and documents as needed.
  • Perform data entry to and from our CRM and Document Management tools.
  • Maintain CRM client information with relevant updates.
  • Create reports from the CRM and providers portals, providing analysis to relevant stakeholders.
  • Collect and document business requirements and process improvement/automation efforts.
  • Conduct research on insurance products, financial concepts, superannuation retirement, and tax strategies.
Required Skills & Qualifications
  • Minimum 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.
  • Strong numerical and logical reasoning skills.
  • Good mathematical skills and comfort working with numbers.
  • Familiarity with Superannuation, Centrelink, and Investments in Australia.
  • A desire to become an expert in wealth products and advice preparation.
  • Excellent command of the English language.
  • Strong skills in Microsoft Excel and MS Office.
  • Meticulous attention to details, especially in calculations and materials prepared.
  • Ability to work independently and take initiative.

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