Are you the master of details and the engine behind the scenes? We’re looking for a highly organized and meticulous Case Management Executive to be the backbone of our financial planning team. You’ll play a critical role in ensuring our clients’ financial plans are executed flawlessly and on time.

As a Case Management Executive, you will manage the end-to-end process of client cases, from documentation and application submissions to policy management and follow-ups. Your ability to streamline workflows and maintain clear, consistent communication with both our financial planners and clients is key to our success. If you thrive on efficiency and love bringing order to complex processes, this role is for you.

Do you have what it takes?

• Skillset: You possess strong organizational skills and have a keen eye for detail.

• Experience: You are familiar with administrative processes, ideally within the financial or insurance industry.

• Character: You are a proactive problem-solver with excellent communication skills, and you’re dedicated to providing outstanding support to both the team and our clients.

Key Responsibilities

* Develop and maintain a strong network to attract new clients consistently

* Build genuine, long-term relationships based on trust

* Deliver holistic and customized financial planning solutions

* Drive your own career growth by actively pursuing new opportunities and marketing approaches

Candidate Profile

* Preferably aged 25–40 (applicants outside this range may be considered individually)

* Holds RFP, CFP, or ChFC certification

* Demonstrates a fit and proper background with sound financial standing

* Solid foundation in financial knowledge and application

* Highly motivated to establish a lasting professional career

* Strong communication and people skills

* Self-driven with an entrepreneurial spirit

Are you a meticulous and organized financial professional who thrives on accuracy? We are seeking a detail-oriented Accounts Executive to manage the financial operations and ensure the smooth, accurate functioning of our financial planning firm.

As an Accounts Executive at [Your Company Name], you will be instrumental in maintaining the financial health of our operations. Your responsibilities will include managing accounts payable and receivable, reconciling financial statements, ensuring compliance with financial regulations, and supporting our financial planning team with accurate data. This role is crucial for maintaining the trust and integrity our clients expect.

Do you have what it takes?

• Expertise: You possess a strong understanding of accounting principles, financial record-keeping, and relevant software.

   

• Experience: You have proven experience in accounting or finance roles, ideally within a professional services environment.

   

• Character: You are highly organized, possess exceptional attention to detail, have strong analytical and problem-solving skills, and are committed to accuracy and compliance.

Are you a relationship builder with a passion for growth? We’re seeking a dynamic Business Development Executive to expand our reach and connect with new clients who can benefit from our financial expertise. You’ll be on the front lines, identifying opportunities and building the foundation for new client relationships.

In this role, you’ll be responsible for prospecting and qualifying new leads, cultivating relationships with potential clients, and collaborating with our financial planners to create tailored solutions. Your energy and ability to open doors will be crucial to our company’s expansion. If you are a natural connector with a knack for identifying opportunities, you can help us bring our financial planning services to a wider audience.

Do you have what it takes?

• Skillset: You have proven experience in sales, business development, or a related field.

• Experience: You are skilled in lead generation, networking, and building professional relationships.

• Character: You are a highly motivated, results-oriented individual with an outgoing personality and a persistent, can-do attitude.