Financial Planning Assistant

Job Description: Senior Financial Planning Assistant

Organization: Befree Global through SuperRecords Pty Ltd

Job Timings: 6:30 AM to 3:30 PM (Philippines time)

About the Role

We are seeking an experienced candidate to work as Senior Financial Planning Staff in the Philippines who can independently provide end-to-end administrative advisers. We are looking to hire a person with expertise in Paraplanning Admin.

Key Responsibilities

Financial Planning Support Work

• Prepare client review packs, product comparisons, insurance quo performance summaries, manage CRM updates, complete implementation complete any such other administrative tasks given by the adviser.

• Organize future planning meetings with the client as per the review per review packs in

preparation for the client meeting, review investment allocation, risk p...