Financial Planner - Part Time - Bulacan

Pru Life UK - Team Rhod; Makati; On-site; PHP 180,000 - 300,000; Part time

Job summary

A financial services company seeks candidates for a role that involves assessing clients' financial needs and developing personalized financial plans. Ideal candidates are graduates of any 4-year course, with no prior experience required. This opportunity is suitable for part-timers and fresh graduates, with flexibility and ongoing support provided.

Qualifications

• Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take.
• No experience required.

Responsibilities

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans including investments and insurance.
• Monitor and update clients' financial plans based on market trends.
• Monitor and update clients' financial plans based on market trends and life changes.
• Educate clients on financial concepts and risk management.
• Maintain long-term relationships with clients and provide ongoing support.

Skills

Internet access

Laptop or tablet

Education

Graduate of at least any 4-year course

Job description

Overview

1. Assess clients' financial needs, goals, and risk tolerance.
2. Develop customized financial plans, including investments, insurance, and retirement strategies.
3. Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
4. Monitor and update clients' financial plans based on market trends and life changes.
5. Educate clients on financial concepts and risk management
6. Maintain long-term relationships with clients and provide ongoing support.

Qualifications

• Graduate of at least any 4-year course
• With internet connection
• Preferably with laptop or tablet device
• Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)
• No experience required