Financial Planner
4 days ago
About Lennor Group
As a proud Filipino company, we are committed to providing world-class business and workforce solutions. Our deep market expertise, combined with a global perspective, empowers us to serve businesses of all sizes and industries efficiently.
Our brand, Lennor Metier , is a leading recruitment agency and headhunting firm in the Philippines, partnering with reputable companies to source top talent for direct-hire opportunities. It specializes in IT, Finance, Engineering, Sales & Marketing, Supply Chain, HR, and Executive Search.
Industry: Lennor Metier, recruiting on behalf of a multinational financial service company
Salary Range : Open
Work Setup : Hybrid
Shift Schedule : Night Shift
Location : Taguig City
Job Overview
As a Financial Planner , you will be part of a collaborative team that supports financial advisors by preparing tailored financial analyses and plans. Your role will focus on research, data review, and building well-structured financial plans that enhance the advice provided to clients.
Your Responsibilities:
- Client Financial Review: Examine clients' financial documents to understand their investments, insurance, retirement, taxes, and estate needs.
- Financial Plan Creation: Support advisors in drafting detailed, customized financial plans.
- Research & Analysis: Explore investment options, insurance products, retirement strategies, and other planning solutions.
- Modeling & Software Use: Build projections, cash flow analyses, and scenario comparisons using tools like eMoney or MoneyGuidePro.
- Regulatory Compliance: Ensure all plans and documents follow industry rules and company standards while keeping organized records.
- Team Support: Collaborate with paraplanners and advisors to ensure high-quality deliverables and enhance client satisfaction.
What our Client is Looking For:
- Certified Financial Planner (CFP) certification
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Minimum 2 years of experience in financial planning, paraplanning, or supporting advisory teams
- Strong knowledge of personal finance, investments, insurance, and tax planning
- Skilled in financial planning software, Excel, and CRM systems
- Detail-oriented with excellent analytical and problem-solving skills
- Strong written and verbal communication skills
- High ethical standards and commitment to client confidentiality
- Experience in a Registered Investment Advisor, fee-based advisory firm, or supporting advisory relationships in a financial services firm
- Familiarity with retirement planning, estate planning, or small business financial planning
Ready to take the next step in your career? Submit your application now
- We kindly request your patience as we receive a significant number of applications. Rest assured that our team will update your application's status soon. In the meantime, we encourage you to follow our LinkedIn page to stay informed about future opportunities and company updates.
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