Financial Advisor or Consultant
4 days ago
About the role
As a Financial Advisor or Consultant at PRU LIFE UK, you will play a pivotal role in helping individuals and families achieve their financial goals. This full-time or part-time remote position allows you to leverage your expertise in financial planning to empower clients and make a meaningful impact on their financial well-being. Whether you're just starting your career or looking for a flexible opportunity, this role offers the chance to work with a respected financial services provider in the heart of Ortigas Pasig City Metro Manila.
What you'll be doing
- Provide comprehensive financial planning and investment advisory services to a diverse client base
- Conduct in-depth client assessments to understand their unique financial needs and goals
- Develop and implement customised financial strategies, including investment portfolios, retirement planning, and risk management solutions
- Guide clients through the financial decision-making process, educating them on investment options and financial concepts
- Regularly monitor and review client accounts, making adjustments as needed to ensure alignment with their financial objectives
- Maintain a strong network of referral sources and client relationships to drive business growth
- Stay up-to-date with industry regulations, trends, and best practices to provide the highest level of service
What we're looking for
- Relevant qualifications in financial planning, investment management, or a related discipline
- Proven track record of successful client acquisition and retention in the financial services industry
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and understandable manner
- Strong analytical and problem-solving skills to develop and implement comprehensive financial strategies
- Proficiency in using financial planning software and digital tools to enhance client experiences
- Commitment to ongoing professional development and a desire to stay at the forefront of industry trends
What we offer
At PRU LIFE UK, we are committed to providing our employees with a rewarding and supportive work environment. In addition to a competitive compensation package, we offer:
- Flexible work arrangements, including the option to work remotely
- Comprehensive training and professional development programs
- Opportunities for career advancement and growth within the organisation
- Generous health, wellness, and retirement benefits
- A collaborative and inclusive company culture that values work-life balance
About us
PRU LIFE UK is a leading financial services provider dedicated to empowering individuals and families to achieve their financial goals. With a strong presence in Ortigas Pasig City Metro Manila, we have a proven track record of delivering personalised and innovative financial solutions. Our mission is to become the trusted partner of choice for our clients, and we are committed to fostering a culture of excellence, integrity, and innovation.
Apply now to join our team and embark on a rewarding career as a Financial Advisor or Consultant at PRU LIFE UK
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