Strategic Financial Planner & Advisor

Pru Life UK; Philippines; On-site; PHP 300,000 - 420,000; Full time

Job summary

Pru Life UK is seeking a Financial Advisor to guide clients in financial planning, investments, insurance, and other financial solutions, tailoring strategies to goals and risk tolerance.

You will build client relationships, conduct needs analyses, develop customized plans, and drive business development while staying updated on products and regulations.

Bachelor’s degree required; 1–3 years of experience preferred; certifications/licensing ongoing as applicable.

Qualifications

• Bachelor's degree required.
• 1–3 years of experience preferred.
• Certifications and licenses to practice as a financial advisor may be obtained.

Responsibilities

• Build and maintain relationships with individual and corporate clients.
• Conduct financial needs analyses to understand goals and risk tolerance.
• Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
• Proactively identify new clients through networking, referrals, and lead generation.

Skills

Relationship management

Financial planning

Sales

Communication

Education

Bachelor's degree

Job description

Pru Life UK is seeking a Financial Advisor to guide clients in financial planning, investments, insurance, and other financial solutions, tailoring strategies to goals and risk tolerance.

You will build client relationships, conduct needs analyses, develop customized plans, and drive business development while staying updated on products and regulations.

Bachelor’s degree required; 1–3 years of experience preferred; certifications/licensing ongoing as applicable.