Financial Planning Associate - Part-Time, No Experience

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

Job summary

Pru Life UK is seeking a motivated financial advisor in Makati to assess clients' financial needs, craft personalized plans, and recommend suitable products. You will educate clients on risk and opportunity, monitor plans over time, and maintain long-term relationships with clients.

No prior experience is required, and the role welcomes part-timers and career shifters. Strong communication and a four-year degree are preferred, along with internet access and a laptop or tablet.

Qualifications

• Graduate of a 4-year degree
• With internet connection
• Preferably with a laptop or tablet
• Open for part-timers, career shifters
• No experience required are welcome to apply

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

Risk assessment

Client advisory

Investment planning

Insurance planning

Retirement planning

Relationship building

Communication

Education

4-year degree

Job description

Pru Life UK is seeking a motivated financial advisor in Makati to assess clients' financial needs, craft personalized plans, and recommend suitable products. You will educate clients on risk and opportunity, monitor plans over time, and maintain long-term relationships with clients.

No prior experience is required, and the role welcomes part-timers and career shifters. Strong communication and a four-year degree are preferred, along with internet access and a laptop or tablet.