Financial Planning Consultant (Part-Time)

Pru Life UK; Philippines; On-site; PHP 201,000 - 391,000; Part time

Job summary

Pru Life UK in the Philippines is seeking professionals to assess clients' financial needs, goals, and risk tolerance, and to develop customized plans across investments, insurance, and retirement strategies. The role involves recommending suitable financial products, monitoring plans against market trends, educating clients on financial concepts, and maintaining long-term relationships.

Open for part-timers, fresh graduates, and grads waiting for terms; internet and a laptop/tablet are

Qualifications

• Graduate of at least a 4-year course.
• Must have internet connection and a device (laptop/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 planning

Client assessment

Investment guidance

Risk tolerance evaluation

Communication

Education

4-year degree

Tools

Internet connection

Laptop or Tablet

Job description

Pru Life UK in the Philippines is seeking professionals to assess clients' financial needs, goals, and risk tolerance, and to develop customized plans across investments, insurance, and retirement strategies. The role involves recommending suitable financial products, monitoring plans against market trends, educating clients on financial concepts, and maintaining long-term relationships.

Open for part-timers, fresh graduates, and grads waiting for terms; internet and a laptop/tablet are