Part-Time/WFH (2-3 hrs per day)

5 days ago

Pasig, National Capital Region, Philippines Private Advertiser Full time ₱400,000 - ₱600,000 per year

About the role

We are seeking a part-time Financial Planner to join our team. This is a flexible 2-3 hour per day role, allowing you to balance your work and personal commitments. As a Financial Planner, you will be responsible for providing personalised financial advice and planning services to our growing client base.

What you'll be doing

  • Conducting client meetings to understand their financial goals and risk profile
  • Analysing client's current financial situation and recommending appropriate investment and insurance products
  • Preparing comprehensive financial plans tailored to each client's unique needs
  • Presenting financial plans and recommendations to clients in a clear and engaging manner
  • Maintaining and growing a portfolio of clients through excellent customer service and relationship building
  • Staying up-to-date with financial regulations, products and market trends

What we're looking for

  • Strong working knowledge of financial planning principles, investment products and insurance solutions
  • Excellent communication and presentation skills to explain complex financial concepts to clients
  • Exceptional customer service orientation and ability to build long-term relationships
  • Proactive and self-motivated with a keen interest in supporting clients to achieve their financial goals
  • Relevant financial planning qualifications or certifications (e.g. CFP, ChFC)

What we offer

We are committed to nurturing the growth and development of our employees. As a part-time Financial Planner, you will have the flexibility to manage your own schedule while enjoying competitive remuneration, opportunities for career progression, and a supportive team environment. We also offer a range of employee benefits and wellbeing initiatives to ensure you can thrive both professionally and personally.

Apply now to become our next part-time Financial Planner

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