Financial Planning Assistant

19 hours ago

Cebu City, Central Visayas, Philippines Virtual Business Partners Full time ₱300,000 - ₱500,000 per year
Description

Here at VBP, we pursue excellence by always putting people first

Overview of the Role

A Financial Planning Assistant is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements.

Main duties include:

  • Summarize client details, set files, and add data to the financial planning software
  • Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.
  • Preparing application forms, reports, and mindmap presentations.
  • Submitting application forms and following up on applications, insurance, underwriting, medicals, etc.
  • Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc for client meetings
  • Schedule meetings, and appointments and manage travel itineraries.
  • Develop and sustain a level of professionalism among staff and clientele
  • Uphold a strict level of confidentiality
  • Other tasks as assigned by the client or team leader

Successful applicants should:

  • Graduate of any course or other related courses but must have a passion for customer service
  • At least 2 years completion in college + 2 years of work experience
  • Proficient use of Microsoft Applications and Google Workspace
  • Excellent communication and research skills
  • Ability to self-manage and show initiative to drive results
  • Flexible; ability to multitask, adapt to changing priorities, and prioritize projects

Benefits you and your family can enjoy:

  • 500K per incident HMO coverage + Dental & Optical benefits
  • 2-week paid Christmas vacation
  • 25K Educational Assistance
  • Training and equipment will be provided
  • Fixed Schedule of Mon-Fri from 7 AM to 4 PM

Non-negotiable requirements

  • Has an internet connection of at least 15 Mbps
  • Residence within Cebu

  • Executive Assistant

    2 days ago

    Cebu City, Central Visayas, Philippines Project Assistant Full time

    OverviewWe are seeking a highly skilled Executive Assistant to join our team here Cebu. This role is pivotal in supporting our CEO, Project Manager, and Account Management staff. The ideal candidate has a decent technical background, with their own laptop and transportation. If you are organized, tech-savvy, and ready to contribute to a forward-thinking...

  • We're Hiring: Financial Planning Assistant

    18 hours ago

    Cebu City, Central Visayas, Philippines Cobalt Advisers Full time ₱600,000 - ₱1,200,000 per year

    About the role Cobalt Advisers' is seeking an experienced Financial Planning Assistant / Paraplanner to join our growing team in Cebu. In this full-time role, you will play a vital supporting function to our financial advisors, assisting with the preparation of detailed financial plans and supporting our clients to achieve their personal and financial...

  • Strategic Financial Planning Manager

    4 days ago

    Cebu City, Central Visayas, Philippines beBeeBusiness Full time ₱4,000,000 - ₱5,500,000

    Financial Business PartnerThe purpose of this role is to lead strategic financial planning and analysis, providing forward-looking business support.This involves evaluating complex financial data and influencing decision-making by offering solutions, providing challenge and navigating processes on behalf of senior stakeholders. Additionally, the role is...

  • Financial Planning and Analysis Manager

    20 hours ago

    Cebu City, Central Visayas, Philippines Helpware Full time $90,000 - $120,000 per year

    Position Summary:The FP&A Manager will play a key role in leading financial planning, forecasting, and strategic analysis efforts across the business. This individual will bridge tactical execution and strategic insight, partnering with senior leadership and cross-functional teams to drive decision-making, enhance financial visibility, and support scalable...

  • Financial Planning and Analysis Professional

    4 days ago

    Cebu City, Central Visayas, Philippines beBeeFinancial Full time ₱900,000 - ₱1,200,000

    Job TitleFinance Business Partner SpecialistDescriptionThe Finance Business Partner is responsible for preparing financial reports that support the company's operating performance analysis and strategic decision-making. This involves collecting, gathering, and analyzing variance reports and rolling forecasts from various departments to ensure proper...

  • Australian Financial Planning Admin

    19 hours ago

    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱40,000 - ₱60,000 per year

    Looking to continue your career in AU Financial Planning?Are you proficient in XPlan?Have an interest in implementation advise and preparing RoAs?Grow your career with usAbout the RoleYou will support our Australian Financial Planning clients and their businesses directly. Our clients are seeking the next set of superstars to train and grow alongside their...

  • Financial Planning Manager

    6 days ago

    Cebu City, Central Visayas, Philippines beBeeFinance Full time ₱4,500,000 - ₱6,800,000

    Our goal is to foster a dynamic and collaborative work environment where talented individuals can thrive. By unifying passionate professionals who believe in making a difference, we aim to achieve our vision.Duties and ResponsibilitiesWe prepare comprehensive financial plans, budgets, and forecasts for the organization.We facilitate the preparation of...

  • Analyst/Specialist, Financial Planning

    19 hours ago

    Cebu City, Central Visayas, Philippines Dover Business Services Full time ₱800,000 - ₱1,200,000 per year

    POSITION TITLE: SPECIALIST – FINANCIAL PLANNING & ANALYTICSREPORTING TO: Team Lead, Financial Planning & AnalysisLOCATION: Cebu, PhilippinesSummary DescriptionReporting to the Lead of Financial Planning & Analysis, this role is an instrumental part of the group FP&A team for Dover Business Services. Responsible for supporting all aspects of the FP&A cycle...

  • Financial Planning Specialist

    3 days ago

    Cebu City, Central Visayas, Philippines beBeeAccountant Full time ₱250,000 - ₱450,000

    The Finance Specialist is responsible for managing financials, including balance sheet account review and variance analysis, standard costing, transfer pricing, budgeting, forecasting, financial advisory, and ensuring compliance with regulatory requirements.Review significant variances in major profit and loss and balance sheet accounts to ensure accurate...

  • Senior Financial Planning Analyst

    2 days ago

    Cebu City, Central Visayas, Philippines beBeeFinancialPlanning Full time ₱50,000 - ₱120,000

    Financial Planning AnalystWe are seeking a highly skilled Financial Planning Analyst to join our team. The successful candidate will be responsible for analyzing financial data, identifying trends and areas for improvement, and providing recommendations to management.Main Responsibilities:Analyzing financial data and reports to identify trends and areas for...