Financial Planning Associate

2 days ago

Mandaluyong City, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱600,000 - ₱800,000

Job Title: Financial Planning Associate

About the Role

We are seeking a highly skilled and detail-oriented professional to join our team as a Financial Planning Associate.

The successful candidate will be responsible for providing administrative support to our financial planning team, including maintaining CRM data, generating reports, and assisting with client research.

The ideal candidate will have excellent communication skills, both written and verbal, and be able to work independently in a fast-paced environment.

Main Responsibilities:

  • Support the financial planning team by compiling data, drafting letters, and documents as needed
  • Data entry to and from our CRM and document management tools
  • Maintain CRM client information with relevant updates
  • Creating reports from the CRM and provider portals, providing analysis to relevant stakeholders
  • Collect and document business requirements and process improvement/automation efforts
  • Project research and special projects for the team as required
  • Formatting, drafting, editing, and sending emails and customer correspondence
  • Assist advisers in researching existing clients' products
  • Conduct research on insurance products, financial concepts, superannuation retirement, and tax strategies
  • Collaborate with advisers to identify appropriate 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 the company's database
Key Qualifications
  • 3 years of experience as an Administration Assistant or in 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
  • Good with math and comfortable 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 is a must
  • Meticulous attention to details, especially in calculations and materials prepared
  • Self-starter, has the ability to work independently and takes initiative
  • Strong written and verbal communication skills
What We Offer
  • 100% Remote Work
  • 13th Month Pay
  • Free Learning and Development Programs
Application Process

We understand that searching for a new job can be challenging, and we're here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we'll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.

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