Part-Time Financial Planner open for Admin Assistants

2 weeks ago

Baguio City, Cordillera, Philippines Private Advertiser Full time ₱400,000 - ₱600,000 per year

About the role

As a part-time role, this position offers flexible work arrangements to fit your schedule. You will play a pivotal part in supporting our clients and contributing to the overall success of our insurance and financial planning services.

What you'll be doing

  • Provide administrative support to our financial planning team, including scheduling appointments, coordinating client meetings, and maintaining detailed records
  • Assist with the preparation of financial plans, reports, and presentations for our clients
  • Conduct research and gather relevant financial information to support the planning process
  • Liaise with clients to answer inquiries, address concerns, and provide excellent customer service
  • Collaborate with the team to identify and implement process improvements for greater efficiency
  • Maintain up-to-date knowledge of financial products, regulations, and industry best practices

What we're looking for

  • Strong organisational and time management skills with the ability to prioritise tasks and meet deadlines
  • Excellent communication and interpersonal skills, with the ability to build positive relationships with clients and colleagues
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) and experience with financial planning software
  • A keen eye for detail and the ability to maintain accurate records and documentation
  • Commitment to providing exceptional customer service and a genuine interest in financial planning

What we offer

  • Competitive part-time salary and benefits package
  • Opportunities for professional development and career growth
  • Supportive and collaborative work environment
  • Flexible work arrangements to accommodate your schedule
  • Discounts on insurance and financial planning services

About us

With over 20 years of experience, we are dedicated to helping our clients achieve their financial goals and secure their future. Our team of experienced professionals is committed to delivering personalised and innovative solutions tailored to each client's unique needs.

If you're ready to join a dynamic and growing team, we encourage you to apply now

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