P
Pru Life UK
Financial Planner - Part Time
Skills
Financial PlanningRisk Management
3 months ago
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Important information
Contract type:
Part time
Location:
Makati City, Metro Manila, Philippines
Work mode:
Onsite
Published on:
7 August 2026
What they need
- Assess clients' financial needs, goals, and risk tolerance.
- Develop customized financial plans, including investments, insurance, and retirement strategies.
- Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
- Monitor and update clients' financial plans based on market trends and life changes.
- Educate clients on financial concepts and risk management
- Maintain long-term relationships with clients and provide ongoing support.
- Graduate of at least any 4-year course
- With internet connection
- Preferably with laptop or tablet device
- Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)
- No experience required
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