Financial Planning Specialist

2 days ago


Tacloban City, Eastern Visayas, Philippines PRU LIFE U.K. STR Unit Full time
About the Role

We are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at PRU LIFE U.K. STR Unit. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Financial Planning: Helps clients create comprehensive financial plans to achieve their goals, including budgeting, saving, and investing.
  • Client Relationship Management: Builds and maintains strong relationships with clients, providing ongoing support and guidance to ensure their financial needs are met.
  • Collaboration: Works closely with other financial planners and industry experts to stay up-to-date on the latest financial trends and products.
  • Client Communication: Effectively communicates complex financial information to clients, addressing their questions and concerns in a clear and concise manner.
Requirements
  • Qualifications: Bachelor's degree in a related field, such as finance, accounting, or business.
  • Experience: 1-2 years of experience in a related field, preferably in financial planning or wealth management.
  • Skills: Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
  • Technical Skills: Proficient in financial planning software and tools, with a strong understanding of financial products and services.
What We Offer
  • Competitive Salary: A competitive salary and bonus structure, reflecting your value to our team.
  • Opportunities for Growth: Ongoing training and development opportunities, helping you advance your career in financial planning.
  • Collaborative Environment: A dynamic and supportive team environment, where you can share your ideas and learn from others.


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