Adviser Associate
Do you have strong work ethic, laser-focused efficiency, and commitment to helping others?About this job offer
Job Title: Adviser Associate
Salary Range: P25-30k
Work Hours: Monday to Friday, 6:00 am – 2:30 pm PH time
We are looking for enthusiastic, talented, and self-driven individuals to join our team as an Adviser Associate. The purpose of your role is to assist advisers with the advisory process, including client relations, with a secondary function of assisting the smooth operation of the business’s daily functions.
Key responsibilities:
- Assisting advisers with the advisory process, including client interface, and back-end tasks to assist financial advisers operate effectively and efficiently
- Loading data into Client/Customer Relationship Management software (CRM), and managing the CRM workflow for an adviser. This will usually encompass two (2) of the three (3) following areas:
- Investment, financial planning, property investment
- Mortgage advice (“mortgage broking”)
- Personal insurance advice (“insurance broking”)
- Liaising with product providers, usually encompassing two (2) of the three (3) following areas:
- Investment fund managers, possibly property developers
- Lenders (usually banks) for mortgage advice
- Insurers for insurance advice
- Managing clients from lead to purchasing a property
- Build and maintain client relations from lead to settlement
- Booking client meetings for advisers
- Preparing documentation
- Client file management
- Perform AML checks
- Inquiry management and response
- Assist with general administrative tasks such as preparing and reviewing documents
- Perform ad-hoc tasks as needed.
Key Attributes:
- A minimum of 2 years of banking and finance experience
- Has a strong initiative and proactive mindset alongside exceptional critical thinking skills
- Good with numbers
- Has strong attention to detail
- Excellent time management skills
- The ability to work under pressure and to meet deadlines
- Exceptional customer service skills
- Good English communication skills, written and verbal
- Skilled in using the Microsoft Suite.
- Ability to learn other software systems
Apply now and complete our pre-screening test:
https://docs.google.com/forms/d/1DT2_gvVY-CSOER_-_ga2NqU7O5lZiKvo0dUeE2kAeaU/edit
We offer a competitive salary, and free health care with one free dependent. A P10k signing bonus awaits the successful candidate.
**A stable internet connection (with backup internet) at home is a MUST**