Financial Advisor or Consultant

1 day ago

Pasig, National Capital Region, Philippines Private Advertiser Full time ₱500,000 - ₱1,000,000 per year

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

  1. Provide comprehensive financial planning and investment advisory services to a diverse client base
  2. Conduct in-depth client assessments to understand their unique financial needs and goals
  3. Develop and implement customised financial strategies, including investment portfolios, retirement planning, and risk management solutions
  4. Guide clients through the financial decision-making process, educating them on investment options and financial concepts
  5. Regularly monitor and review client accounts, making adjustments as needed to ensure alignment with their financial objectives
  6. Maintain a strong network of referral sources and client relationships to drive business growth
  7. Stay up-to-date with industry regulations, trends, and best practices to provide the highest level of service

What we're looking for

  1. Relevant qualifications in financial planning, investment management, or a related discipline
  2. Proven track record of successful client acquisition and retention in the financial services industry
  3. Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and understandable manner
  4. Strong analytical and problem-solving skills to develop and implement comprehensive financial strategies
  5. Proficiency in using financial planning software and digital tools to enhance client experiences
  6. 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:

  1. Flexible work arrangements, including the option to work remotely
  2. Comprehensive training and professional development programs
  3. Opportunities for career advancement and growth within the organisation
  4. Generous health, wellness, and retirement benefits
  5. 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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