Financial Planner

Mandaluyong, National Capital Region

Posted 3 days ago


Company:: Prime Summit Life Insurance Agency - Prulife UK
Company Description:: We are a Branch of Pru Life UK located in Mandaluyong composed of Millennials & Gen Zs coming from Different Background & Stories. Mission: Financial Freedom and Peace of Mind for All FIlipinos. Vision: The Number 1 Agency in the hearts and minds of our People and Customers. Values: G - ratitude O - wnership T - eamwork I - ntegrity P - rofessionalism
Contract Type:: Part Time
Experience Required:: No Experience
Education Level:: Bachelor’s Degree
Number of vacancies:: 100

Job Description

A Financial Planner helps individuals and families manage their finances by creating personalized strategies for saving, investing, budgeting, and protecting assets. They assess clients’ current financial situations, set realistic goals, and recommend suitable financial products such as insurance policies, retirement plans, or investment options. Financial Planners also provide guidance during major life events like marriage, buying a home, or retirement and adjust plans accordingly. They stay up-to-date with market trends and financial regulations to ensure clients receive accurate, compliant advice. Strong analytical skills, communication, and a client-focused mindset are essential in this role.