Financial Planning Executive

1 day ago


General Santos, Soccsksargen, Philippines beBeePortfolio Full time ₱2,200,000 - ₱3,600,000
Job Summary

We are seeking a highly skilled Senior Financial Planning Assistant to join our team.

About the Role
  • The successful candidate will be responsible for monitoring client investment portfolios, preparing recommendations for advisers, and maintaining accurate records of advice.
Main Responsibilities:
  • Monitor client investment portfolios to ensure alignment with recommended asset allocation
  • Prepare recommendations for advisers on changes needed and maintain records of advice
  • Produce quarterly/annual client performance reports
  • Liaise with product providers and investment platforms
  • Update and maintain client Work in Progress log/CRM tool
  • Reconcile fees and commissions
Requirements:
  • Bachelor's Degree in Commerce or Finance
  • At least 3 years experience in Australian financial planning
  • Experience with portfolio management/investments
  • SMSF experience preferred
Work Schedule:

Monday to Friday (8:00 AM to 5:00 PM Manila Time)

Employment Details:
  • Full-time employment
  • Finance job function


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