Financial Planning Coordinator

2 days ago

Quezon City, National Capital Region, Philippines beBeeFinancial Full time ₱900,000 - ₱1,200,000
Job Opportunity

We are seeking a detail-oriented and skilled individual to join our team as a Financial Planning Assistant.

The role involves providing administrative support to financial planners, including preparing statements of advice and records of advice. You will also assist with non-paraplanning work, such as completing insurance quotes and product comparisons.

This is an excellent opportunity for individuals who are looking to develop their skills in financial planning and administration.

About the Role
  • Assist financial planners with administrative tasks, including preparing statements of advice and records of advice.
  • Complete insurance quotes and product comparisons.
  • Support the development of clients' financial plans.
Key Requirements
  • Minimum 2 years' experience working in a similar role or relevant administrative role.
  • Strong attention to detail and accuracy.
  • Excellent communication skills.
Desirable Skills
  • XPLAN knowledge.
  • IPS system within XPLAN.
  • Microsoft Word and Excel proficiency.
What We Offer
  • A collaborative work environment.
  • The opportunity to develop your skills and advance your career.
  • A competitive remuneration package.
About Us

Our company is committed to fostering an inclusive culture that celebrates diversity and fosters an environment where everyone can thrive.

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