Financial Planner

Financial Planner

DAYSHIFT | Fulltime | Iloilo | Onsite

About the Role

As a Financial Planner, you'll be joining a fast-paced, growing team in Australia that values accuracy, customer care, and initiative. This role is ideal for someone with excellent written communication skills, an interest in finance and technology, and a passion for delivering a high level of support to clients.

Why Cooee

Because we believe in the power of human connection. Because we are committed to flourishing human potential. Because we dream of a world where each one of us walks along the path to who we are and the best that we can be. This is Why we do What we do To be a part of transformation one person, one community, one business at a time.

We are One Team committed to investing in relationships fueled by trust and anchored on the One Shared Vision to transform through connection. We believe this is where the strength of Cooee and our partnerships lie in having clarity and conviction in purpose.

What you'll be working on :

• Assist in preparing and formatting financial planning documents using Microsoft Excel.
• Help clients accomplish financial objectives by assessing their financial situation.
• Provide planning, advisory, and investment services to clients to help them achieve their vision.
• Communicate clearly with clients about next steps or any necessary information. Handle administrative tasks such as data entry, compliance checks, and maintaining accurate client records.
• Help manage daily requests and keep everything running smoothly.
• Stay on top of assigned tasks and deadlines while showing initiative and a willingness to learn.
• Contribute to a high-quality, supportive client experience by being responsive, professional, and detail-oriented.

What were looking for :

Job Type : Full-time, Day Shift

Onsite (Iloilo Office) : 2nd Floor, Iloilo Gateway Hotel & Suites, Brgy. Mali-ao, Pavia, Iloilo