Part-time WFH - Financial Advisor

Pru Life UK; Philippines; Remote; PHP 112,000 - 223,000; Part time

Job summary

A leading insurance company in the Philippines is seeking a Part-time Financial Advisor to provide tailored financial advice and assist clients in creating personalized financial plans. Ideal candidates should possess a Bachelor's degree in Finance or a related field and have strong communication skills. Responsibilities include monitoring clients' financial progress, educating them about investment strategies, and building lasting relationships. This remote role is suited for those with analytical thinking and attention to detail.

Qualifications

• Preferred Bachelor's degree related to finance or business.
• Entry-level experience of 2 years is an advantage.
• Able to work independently and remotely.
• Ability to work independently and remotely.

Responsibilities

• Provide financial advice tailored to clients' needs.
• Assist clients in creating a personalized financial plan.
• Regularly monitor and review clients' financial progress.
• Educate clients about investment strategies and financial products.
• Build and maintain long-term client relationships.

Skills

Strong communication skills

Interpersonal skills

Analytical thinking

Education

Bachelor's degree in Finance, Business, or a related field

Job description

Join to apply for the Part‑time WFH - Financial Advisor role at Pru Life UK.

Responsibilities

• Provide financial advice to clients based on their financial situation and goals.
• Assist clients in developing a personalized financial plan.
• Monitor and review clients' financial progress regularly.
• Educate clients about investment strategies and financial products.
• Build and maintain long‑term relationships with clients.

Requirements

• Educational Qualifications: Bachelor's degree in Finance, Business, or a related field preferred.
• Experience Level: Entry‑level (02 years).
• Skills and Competencies: Strong communication and interpersonal skills.
• Qualities and Traits: Analytical thinker with attention to detail.
• Responsibilities and Duties: Ability to work independently and remotely.

Job Details

• Seniority level: Not Applicable
• Employment type: Part‑time
• Job function: Finance
• Industries: Insurance