Senior Financial Planning Specialist

7 days ago


Rizal, Philippines beBeeFinancialPlanning Full time ₱2,500,000 - ₱3,500,000
Senior Financial Planning Professional

A challenging opportunity has arisen for a Senior Financial Planning Specialist to take on the role of monitoring client investment portfolios, preparing recommendations for advisors, and creating quarterly/annual client performance reports.

About the Role

We are seeking a qualified professional with expertise in financial planning, portfolio management, and client services. The successful candidate will be responsible for:

  • Ensuring alignment between client investment portfolios and recommended asset allocation.
  • Providing recommendations for advisors on changes needed and maintaining records of advice.
  • Creating and delivering quarterly/annual client performance reports.
  • Liaising with product providers and investment platforms.
  • Maintaining client Work in Progress logs and CRM tools.
  • Reconciling fees and commissions.
Requirements
  • Bachelor's degree in Commerce or a related field.
  • At least 3 years of experience in Australian financial planning.
  • Portfolio management and investments experience.
  • Excellent communication and interpersonal skills.
Nice to Have
  • Xplan experience is advantageous.


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