Financial Advisor

HubHuman; Manila; On-site; PHP 167,000 - 279,000; Part time

Job summary

Pru Life UK, a leading life insurer in the Philippines, is seeking a part-time remote Financial Advisor through HubHuman to guide clients in financial planning, retirement planning, and investment strategies.

You will assess financial goals and risk tolerance, analyze data, recommend suitable products, and explain complex concepts clearly, while collaborating with internal teams, maintaining records, and staying up-to-date with market trends, regulations, and best practices.

Qualifications

• Strong skills in Financial Planning and Finance.
• Experience in Retirement Planning and Investments.
• Excellent communication and interpersonal skills.
• High level of integrity, professional ethics, and commitment to regulatory compliance and confidentiality.
• Ability to work independently in a remote environment, manage time effectively, and use digital collaboration tools.
• 4-year graduate of any Bachelor’s degree.

Responsibilities

• Assess financial goals and risk tolerance.
• Analyze financial data.
• Recommend appropriate financial products or strategies.
• Explain complex financial concepts in clear terms.
• Collaborate with internal teams to refine tools and resources.
• Maintain accurate records of recommendations.
• Stay current with market trends, regulations, and best practices in personal finance.

Skills

Financial planning

Retirement planning

Investments

Communication skills

Regulatory compliance

Remote work

Time management

Digital collaboration

Education

Bachelor's degree (4-year)

Job description

Pru Life UK is a leading life insurance company in the Philippines, established in 1996 and a subsidiary of Prudential plc. The company provides a wide range of financial protection and insurance solutions, including life, health, accident, disability, and investment-linked products, designed to help Filipinos secure their financial future at every stage of life. (Pru Life UK)

With a strong focus on innovation, customer service, and financial well-being, Pru Life UK is committed to its purpose: “For Every Life, For Every Future.” In FY 2025, it ranked No. 1 in the Philippine life insurance industry based on New Business Annual Premium Equivalent, according to the Insurance Commission results cited by the company.

Role Description

This is a part-time remote role for a Financial Advisor at Pru Life UK. The Financial Advisor will provide guidance on financial planning, retirement planning, and investment strategies to clients or users of HubHuman’s technology solutions. Day-to-day responsibilities include assessing financial goals and risk tolerance, analyzing financial data, recommending appropriate financial products or strategies, and explaining complex financial concepts in clear, accessible terms. The role also involves collaborating with internal teams to refine tools and resources, maintaining accurate records of recommendations, and staying current with market trends, regulations, and best practices in personal finance.

Qualifications

• Strong skills in Financial Planning and Finance, with the ability to analyze and interpret financial data.
• Experience in Retirement Planning and Investments, including developing long-term strategies aligned with client goals.
• Excellent communication and interpersonal skills, with the ability to explain financial concepts to non-experts.
• High level of integrity, professional ethics, and commitment to regulatory compliance and confidentiality.
• Ability to work independently in a remote environment, manage time effectively, and use digital collaboration tools.
• 4-year graduate of any Bachelor’s degree