Financial Planning Assistant

3 days ago

Cebu City, Central Visayas, Philippines Virtual Business Partners Full time ₱600,000 - ₱1,200,000 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

    4 weeks 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

    3 days ago

    Cebu City, Central Visayas, Philippines Cobalt Advisers Full time ₱400,000 - ₱600,000 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...

  • Financial Planning and Analysis Manager

    3 days ago

    Cebu City, Central Visayas, Philippines Helpware Full time ₱1,500,000 - ₱2,500,000 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...

  • Australian Financial Planning Admin

    3 days 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...

  • Analyst/Specialist, Financial Planning

    3 days ago

    Cebu City, Central Visayas, Philippines Dover Business Services Full time ₱1,200,000 - ₱2,400,000 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 Assistant/Client Service Administrator

    3 days ago

    Cebu City, Central Visayas, Philippines BSA Solutions Inc. Full time ₱23,000 per year

    DescriptionDo you want to work with some of Australia's best financial planning businesses?Embark on a fulfilling and engaging career.Earn as much as 23K + generous benefits + personalized learning and development.This is a midshift, full-time role with weekends off.ABOUT BSABSA Solutions offers talent outsourcing services to small and medium-sized...

  • Financial Planning and Analysis Business Partner

    4 weeks ago

    Cebu City, Central Visayas, Philippines QBE Europe Full time

    Primary Details Time Type: Full time Worker Type: Employee The purpose of this role is to lead financial and budget analyses, providing insightful and forward-looking business partnering support. This involves evaluating complex financial data and influencing investment decision-making by offering solutions, providing challenge and navigating complex...

  • Financial Planning Administrator

    1 week ago

    Cebu City, Central Visayas, Philippines Reefton Outsourcing Corp Full time ₱250,000 - ₱500,000 per year

    Overview:The role of the Administrator is to perform all the job functions listed below to ensure smooth operation of the Business. The role will include providing support where required to the Operations Manager and Advice Production Manager and other staff in the office.Key Responsibilities:Client AdministrationEnsure client requests are made and kept...

  • Virtual Financial Admin Assistant/ Associate Advisor

    3 days ago

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

    An Australian financial planning firm is seeking an administrative assistant to support its team of financial advisors and enhance the overall client experience. The ideal candidate will be highly organized, detail-oriented, and able to manage various tasks in a fast-paced environment.Responsibilities:Provide administrative support to the financial advisors,...

  • Financial Planning/Client Service Administrator

    3 days ago

    Cebu City, Central Visayas, Philippines BSA Solutions Inc. Full time A$23,000 per year

    Do you want to work with some of Australia's best financial planning businesses?Embark on a fulfilling and engaging career.Earn as much as 23K + generous benefits + personalized learning and development.This is a dayshift, full-time role with weekends off.ABOUT BSABSA Solutions offers talent outsourcing services to small and medium-sized businesses. We...