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Advisor Assistant, Financial Planning

FWD Financial Planning Limited

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2017-12-04
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time
  • Job Function:Financial Services  Fund Management  Sales - Sales Management  

Job Description

FWD spans Hong Kong & Macau, Thailand, Indonesia, the Philippines, Singapore and Vietnam, offering life insurance across its markets. In Hong Kong, FWD also provides general insurance, employee benefits, pension and financial planning services. FWD’s strategic focus is to leverage technology to create fresh customer experience, deliver easy-to-understand products, and achieve its vision to become the leading pan-Asian life insurer that changes the way people feel about insurance.

FWD is the insurance business arm of investment group, Pacific Century Group. The life insurance and general insurance operating entities of FWD Hong Kong have been assigned strong financial strength ratings by international rating agencies. While FWD Life Insurance Company (Bermuda) Limited has been affirmed ‘A3’ by Moody's and ‘A’ by Fitch, FWD General Insurance Company Limited has also received ‘A’ rating from Fitch, all with a stable outlook.

In Hong Kong & Macau, FWD has been providing quality services to around 487,000 customers with over 600+ staff.

If you are looking for a company where can fuel your inspiration and cultivate your expertise, join us on our exciting journey.

The Job

• Respond to enquiries from advisors regarding client’s policies
• Handle customers’ telephone and email enquiries
• Coordinate Marketing events/seminar for advisors

• Assist Head of Financial Planning on complaint cases
• Adviser’s administration issue, including licensing, training from both internal and external parties
• Take up other ad-hoc projects

The Person

• 2 – 3 years of working experience
• 1-2 years’ experience in brokerage/IFA industry is an advance
• Familiar with brokerage licensing registration
• Basic administration and operation knowledge of brokerage/IFA industry
• Some knowledge of insurance regulatory framework in Hong Kong

Candidates with more experience will be considered as Senior Advisor Assistant

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in employment process.

Company Info

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