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Financial Planning Specialist

7 days ago

Makati City, National Capital Region, Philippines PruLife UK - Team Jed Full time
About the Role

We are looking for a skilled and experienced Financial Planning Specialist to join our team at PruLife UK - Team Jed. The successful candidate will be responsible for providing expert financial planning and advisory services to our clients.

Your key responsibilities will include developing comprehensive financial plans, analyzing clients' financial data, and identifying areas for improvement. You will also work closely with our clients to understand their financial goals and develop tailored plans to help them achieve those goals.

This is a challenging and rewarding role that requires strong analytical and communication skills, as well as a deep understanding of personal finance and investments.