Financial Planning Support
- Maintain client records and adhere to evolving business policies and compliance guidelines.
Update and manage client information within the CRM system (e.g., FLEX).- Respond to advisor inquiries promptly and efficiently, providing accurate and relevant information.
Prepare application forms, supporting documents, and NCCP documentation for the Statement of Advice (SoA) process.
- Liaise with Fund Managers (FMs) to gather vital client portfolio details.
Utilize software to organize insurance quotes for client needs.- Process rollovers, investment rebalances, and new business applications.
Follow up on applications, insurance underwriting, medicals, and other relevant tasks.
- Handle ad hoc documents as required.
Mortgage Support
- Collaborate with Mortgage Consultants to streamline communication and interactions with lenders.
Compile applicant documentation ensuring timely application submissions.- Gather and store loan-related supporting documents electronically.
Prepare NCCP documentation and serviceability calculators.
- Enter client information accurately into various systems (CRM, FLEX, Valex).
Order property valuations, track statuses, and prepare loan lodgements.- Perform data validations and identify potentially fraudulent information (e.g., conflicting addresses) for escalation.
Maintain consistent communication with lenders and applicants regarding loan status updates.
- Manage post-settlement activities and ensure file adherence to compliance checklists.
Address any rework or outstanding tasks efficiently.
Job Types: Full-time, Fresh graduate
Pay: Php18,- 00 - Php23,000.00 per month
Benefits: - Company events
Health insurance
Schedule:
Early shift Monday to Friday
Supplemental Pay:
Ability to commute/relocate:
- Angeles City, Pampanga: Reliably commute or planning to relocate before starting work (Required)
Education:
Language:
Willingness to travel:
* 100% (Required)
