Financial Planning Assistant
Befree
📍 central visayas, central visayas, Philippines
Job Description
Job Description: Senior Financial Planning Assistant
Organization: Befree Global through SuperRecords Pty Ltd
Job Timings: 6:30 AM to 3:30 PM (Philippines time)
About the Role
We are seeking an experienced candidate to work as Senior Financial Planning Staff in the Philippines who can independently provide end-to-end administrative advisers. We are looking to hire a person with expertise in Paraplanning Admin.
Key Responsibilities
Financial Planning Support Work
• Prepare client review packs, product comparisons, insurance quo performance summaries, manage CRM updates, complete implementation complete any such other administrative tasks given by the adviser.
• Organize future planning meetings with the client as per the review per review packs in
preparation for the client meeting, review investment allocation, risk profile, etc.
• Complete applicati...