Financial Planning Assistant
16 hours ago
Overview Role: Financial Planning Assistant Location: Hybrid - 2x a week Onsite in Angeles Pampanga Office About Us: At hammerjack, we are a professional services company that connects skilled professionals from the Philippines with businesses worldwide, leveraging expert operations and the latest technology to create connections that empower our community. Our mission is to improve lives by fostering meaningful professional relationships and driving global success. Our Impact: We build workplaces that empower employees to thrive and contribute to the success and culture of companies around the globe. With a focus on professional services and a people-first culture, hammerjack is a trusted partner for businesses and professionals, humanizing the outsourcing industry one connection at a time. Duties and Responsibilities Set up client files and add client data to the financial planning software Prepare forms, documents, and templates Type up client questionnaires and portfolio reports Prepare product comparison reports by contacting insurance and investment companies to obtain specific client portfolio information Prepare insurance premium estimates and quotes using specified software Prepare application forms, reports, and mindmap presentations Submit application forms and follow up on applications, insurance underwriting, medicals, etc. Phoning clients and establishing good working relationships Download and collate documents and other research Update and maintain client database Basic marketing activities (e.g., sending email newsletters, arranging client events) Managing database in CRM system Client-facing tasks that require providing quality service via Zoom, online messages, or phone conversations Qualifications Bachelor's degree in Accounting, Business Administration, or related field At least 1–3 years of experience as a Financial Planning Assistant Passion for customer service Proficient use of MS Outlook, Excel, Word, and PowerPoint Proficiency or familiarity with Google Workspace Excellent communication and research skills Ability to self-manage and show initiative to drive results Flexibility; ability to multitask, adapt to changing priorities, and prioritize projects Willingness to undergo training for the Australian accredited Finance and Mortgage Broking Certification Willingness to work twice a week onsite in the Angeles Pampanga office What’s in It for You Flexibility: Hybrid work (remote and in-office) with better work-life balance Inspiring Workspaces: Offices designed to fuel productivity Free Unlimited Barista Coffee and Booze: Refreshments available in our cafe and beverage bar Dynamic Open Spaces: Conducive to productivity and creativity State-of-the-Art Security: Ensuring safety and peace of mind Game Rooms: Recreation facilities to unwind Competitive Compensation: Compensation aligned with your talents and client negotiations Professional Growth: Ongoing training and development opportunities A Supportive Community: Diverse and inclusive team dedicated to your success Global Impact: Be part of something bigger and make a difference globally Ready to Make a Difference? If you’re ready to join a dynamic team and be part of something truly special, we want to hear from you. Apply directly on this job ad, and let’s forge a brighter future together. hammerjack is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr
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Financial Planning Assistant
15 hours ago
, Pampanga, Philippines hammerjack Full timeOverview Join to apply for the Financial Planning Assistant role at hammerjack . Direct message the job poster from hammerjack. hammerjack is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. About Us At hammerjack, we bring together skilled professionals from the Philippines with...
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Financial Planning
2 weeks ago
Philippines Chubb Insurance Full time ₱1,500,000 - ₱2,500,000 per yearFinancial Planning & Analysis Lead Summary: We are seeking a detail-oriented, highly analytical FP&A Lead to join our finance team. This role will be responsible for overseeing financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid...
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Financial Planning
1 week ago
, Metro Manila, Philippines Buscojobs Full timeThis role supports the development and implementation of strategic business initiatives to deliver financial performance. They are the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives. Responsibilities Partner with senior management to deliver on financial objectives,...
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Financial Planning Specialist
1 week ago
, , Philippines Iligan Medical Center Hospital Full timeOverview Aboitiz Foods is an integrated regional food and agribusiness company dedicated to creating a high-performance culture anchored on our time-honored values of Integrity, Teamwork, Innovation, and Responsibility. Through the collective strengths of our subsidiaries, Pilmico and Gold Coin, we believe in sustainably feeding Asia’s growth from mill to...
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Financial Planning
1 week ago
, , Philippines INSURANCE COMPANY OF NORTH AMERICA (A Chubb Company) Full timeFinancial Planning & Analysis Lead Summary: We are seeking a detail-oriented, highly analytical FP&A Lead to join our finance team. This role will be responsible for overseeing financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid...
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Financial Planning Analyst
3 weeks ago
, Metro Manila, Philippines eClerx Full timeOverview We are seeking a highly motivated Financial Analyst to join our FP&A team and play a key role in driving data-driven decision making across the organization. In this role, you will partner with cross-functional teams to support strategic initiatives, financial forecasting, budgeting, and performance analysis. You will help scale Enable’s finance...
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Financial Planning
1 week ago
, Misamis Occidental, Philippines Buscojobs Full timeOverview Financial Planning Analysis Analyst roles with The Medical City, located in Calamba/ Laguna area, involving financial reporting, planning, and analysis within a hospital/healthcare setting. Roles emphasize leadership in financial reporting, budgeting, and cross-functional collaboration to support strategic decision-making. Head of Financial...
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Financial Planning Associate
6 days ago
, Metro Manila, Philippines McCann Worldgroup Full timeBe among the first 25 applicants Role Summary The FP&A Associate position is designed to assist the Senior Financial Planning Analyst. The core function involves supporting Management by gathering data and information needed for completing the base budget and revised estimates. The FP&A Associate is responsible for ensuring the timely and accurate...
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Senior Financial Planning Analyst
3 weeks ago
, , Philippines Jacobs Full timeJoin to apply for the Senior Financial Planning Analyst role at Jacobs 3 days ago Be among the first 25 applicants Join to apply for the Senior Financial Planning Analyst role at Jacobs Get AI-powered advice on this job and more exclusive features. At Jacobs, we combine visionary thinking with cutting-edge technology to address the world’s most...
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Financial Planning And Analysis Specialist
1 week ago
, Metro Manila, Philippines Buscojobs Full timeFinancial Planning And Analysis Specialist job... Financial Planning and Analysis Specialist Posted 1 day ago Job Description Job ID: 3148 Location: Taguig Company: Hedcor, Inc. Department: Financial Planning and Analysis and Revenue Manage Work Arrangement: Hybrid Role SummaryThe position holder is responsible for the analytical and transactional support to...
