Financial Support Specialist

21 hours ago


Cainta, Calabarzon, Philippines beBeeparaplanner Full time ₱450,000 - ₱700,000
Job Title: Financial Support Specialist

This is an exciting opportunity to work as a key member of a leading financial advisory team based in Australia. As a Financial Support Specialist, you will be responsible for assisting advisors in creating comprehensive financial plans for clients.

The ideal candidate will have a strong background in accounting or a similar field, with excellent numerical and logical reasoning skills. Proficiency in Microsoft Excel and MS Office is also essential.

Key Responsibilities:

  • Supporting advisors in preparing and implementing financial plans for clients
  • Conducting research on insurance products, financial concepts, superannuation, and tax strategies
  • Preparing and analyzing financial needs analysis reports to support the development of financial plans
  • Collaborating with advisors to identify appropriate investment strategies based on client needs and goals

Benefits Package:

  • 100% Remote Work Arrangement
  • 13th Month Pay
  • Paid Service Incentive Leave (SIL)
  • Flexible holiday arrangement allowing worked regular holidays to convert to additional SIL

Competency Requirements:

  • Minimum 3 years of experience as a Financial Support Specialist or in a similar role in the insurance industry
  • Accounting or similar experience highly advantageous
  • Strong numerical and logical reasoning skills
  • Excellent command of the English language
  • Proficient in Microsoft Excel and MS Office


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