Financial Planning Advisor — Part-Time & Entry-Level

Pru Life UK; Philippines; On-site; PHP 120,000 - 180,000; Part time

Job summary

Pru Life UK is seeking a financially savvy professional in the Philippines to assess client needs and design personalized plans. The role focuses on investments, insurance, and retirement strategies while recommending suitable products and maintaining lasting relationships with clients.

Your duties include educating clients on financial concepts, monitoring plans with market changes, and providing ongoing support. Open to part-time, fresh graduates, or career shifters with internet access.

Qualifications

• Graduate of at least a 4-year course.
• Must have internet connection.
• Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take.

Responsibilities

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans, including investments, insurance, and retirement strategies.
• Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
• 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

Financial planning

Client assessment

Risk tolerance assessment

Investment guidance

Insurance product knowledge

Education

Bachelor's degree (any field)

Job description

Pru Life UK is seeking a financially savvy professional in the Philippines to assess client needs and design personalized plans. The role focuses on investments, insurance, and retirement strategies while recommending suitable products and maintaining lasting relationships with clients.

Your duties include educating clients on financial concepts, monitoring plans with market changes, and providing ongoing support. Open to part-time, fresh graduates, or career shifters with internet access.