Financial Planning Advisor (Remote, Part-Time)

Pru Life UK; Makati; On-site; PHP 167,000 - 279,000; Part time

Job summary

Pru Life UK is seeking individuals for part-time financial planning roles. You will assess clients' needs, develop tailored plans including investments and insurance, and recommend suitable products while maintaining long-term relationships. A reliable internet connection and a 4-year degree are required, with laptop/tablet advantage.

Prior experience in financial services is helpful for growth. This flexible role suits graduates, career shifters, and others seeking part-time opportunities in a

Qualifications

• Graduate of at least a 4-year course.
• Must have reliable internet connection.
• Preferably owns a laptop or tablet.

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 needs assessment

Client risk tolerance assessment

Financial planning

Relationship building

Education

4-year college degree

Job description

Pru Life UK is seeking individuals for part-time financial planning roles. You will assess clients' needs, develop tailored plans including investments and insurance, and recommend suitable products while maintaining long-term relationships. A reliable internet connection and a 4-year degree are required, with laptop/tablet advantage.

Prior experience in financial services is helpful for growth. This flexible role suits graduates, career shifters, and others seeking part-time opportunities in a