Financial Planning Assistant

3 days ago

San Fernando, Central Luzon, Philippines hammerjack Full time ₱40,000 - ₱60,000 per year

Join Our Professional Community: Forge Connections, Shape Futures, Together, Powering Businesses Worldwide

Are you ready to be part of a professional community that's
powering businesses globally to save, grow and transform
? Do you want to work with innovative technology, alongside talented professionals who share your passion for excellence? Look no further - hammerjack has the perfect opportunity for you

Role: Financial Planning Assistant

Location: Hybrid - 2x a week Onsite in Angeles Pampanga Office

About Us:

At hammerjack, we're not just another outsourcing company - we bring together skilled professionals from the Philippines with businesses worldwide, leveraging expert operations and the latest technology to create connections that empower our community. Our mission? To improve lives by fostering meaningful professional relationships and driving success on a global scale.

Our Impact:

Over the years, we've built workplaces that empower employees to thrive, contributing in meaningful ways to the success and culture of companies around the globe. With our focus on professional services and our people-first culture, hammerjack has become a trusted partner for businesses and professionals alike, 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 & portfolio reports
  • Prepare product comparison reports - this requires emails, phoning insurance and investment companies and getting specific client portfolio information.
  • Prepare insurance premium estimates and quotes using specific software
  • Prepare application forms, reports & mindmap presentations
  • Submit application forms and follow-up applications, insurance underwriting, medicals etc
  • Phoning clients & establishing good work relationships
  • Download and collate documents and other research
  • Update and maintain client database
  • Basic marketing activities (i.e. sending email newsletters, arranging client events)
  • Managing database in CRM system
  • Client-facing tasks that require providing quality service to our clients through direct meetings via Zoom, online messages or phone conversations

Qualifications

  • Bachelor's degree in Accounting, Business Administration, or any related field
  • At least 1-3 years of experience as a Financial Planning Assistant
  • Must have a 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 & Mortgage Broking Certification
  • Should be willing to work twice a week onsite in the Angeles Pampanga office

What's in It for You:

  • Flexibility
    : Work hybrid (remotely and from one of our inspiring offices) and enjoy a better work-life balance
  • Inspiring Workspaces
    : Our offices are strategically located and designed to fuel your best work.
  • Free Unlimited Barista Coffee and Booze
    : Enjoy refreshments from our cafe and beverage bar.
  • Dynamic Open Spaces
    : Conducive for productivity and creativity.
  • State-of-the-Art Security
    : Ensuring your safety and peace of mind.
  • Game Rooms
    : Take a break and unwind with our recreational facilities.
  • Competitive Compensation
    : Your talents deserve to be rewarded We help you negotiate with our clients.
  • Professional Growth
    : Access to ongoing training and development opportunities to help you reach your full potential.
  • A Supportive Community
    : Join a diverse and inclusive team that's dedicated to your success.
  • Global Impact
    : Be part of something bigger and make a difference on a global scale.

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.

  • Financial Planning Assistant

    3 days ago

    San Fernando, Central Luzon, Philippines Hammerjack Full time ₱250,000 - ₱500,000 per year

    Join Our Professional Community: Forge Connections, Shape Futures, Together, Powering Businesses WorldwideAre you ready to be part of a professional community that's ? Do you want to work with innovative technology, alongside talented professionals who share your passion for excellence? Look no further - hammerjack has the perfect opportunity for youRole:...

  • Financial Analyst

    2 weeks ago

    San Fernando, Central Luzon, Philippines TOA Global Full time ₱900,000 - ₱1,200,000 per year

    Financial AnalystLocation:Clark, PampangaSchedule:Monday – Friday; 7:00 AM to 4:00 PM PHTUnlock your potentialAt TOA Global, we are dedicated in supporting people add their potential and grow their careers in the global accounting industry. With our top-grade learning programs, multiply your competency to stay ahead in the ever-evolving accounting...

  • Financial Controller

    6 days ago

    San Fernando, Central Luzon, Philippines The Lead Tree - Clark Outsourcing Full time ₱500,000 - ₱1,500,000 per year

    Position Title: Financial ControllerWork Set Up: Work From HomeSchedule: 10:00 PM to 7:00 AM PH TimeJob Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark PampangaQuick Rundown:We are seeking a Financial Controller who combines deep financial expertise with a modern, tech-driven mindset. This role will lead all aspects of financial...

  • Junior Financial Accountant

    1 day ago

    San Fernando, Central Luzon, Philippines Pampanga's Best Full time ₱400,000 - ₱600,000 per year

    Job Id: 01061Company: Pampanga's Best Inc.Gender: Male, FemaleQualification: Bachelor's Degree - AccountancyExperience: 1 - 2 yrsEmployment Type: Full TimeKey Skills:Location: San FernandoJob DescriptionAnalyze, review, and post transactions of Accounts Payable Section and General accounting Section as neededPrepare Interim and Annual Financial...

  • Nursing Grads – Part-Time Financial Advisor

    2 weeks ago

    San Fernando, Central Luzon, Philippines Private Advertiser Full time ₱40,000 - ₱60,000 per year

    About the RoleThis part-time WFH role is open to Nursing graduates who want to use their people skills to guide clients in securing health and financial stability.What You'll Do• Conduct online consultations• Assist with insurance planning• Educate clients on health protection• Work 2–3 hrs/day, flexibleWhat We Offer• Remote/WFH setup•...

  • Financial Due Diligence Associate

    2 weeks ago

    San Fernando, Central Luzon, Philippines Scrubbed Full time

    TheFinancial Due Diligence Associatewill be responsible for providing support in financial due diligence engagements and assisting the corporate finance team in ensuring high quality service delivery to the clients.Responsibilities:Participate in buy-side and sell-side financial due diligence engagementsAnalyze the financial operations of the target...

  • Assistant to the General Manager

    2 weeks ago

    San Fernando, Central Luzon, Philippines MTC Ads and General Merchandise Full time ₱900,000 - ₱1,200,000 per year

    Responsibilities:Ensure daily operations run smoothly and efficiently.Supervise, mentor, and train departmental managers and staff.Oversee budgeting, reporting, and financial performance.Ensure exceptional service and address customer feedback.Assist the General Manager in developing and implementing strategic plans.Oversee inventory management and ensure...

  • Senior Executive Assistant

    2 weeks ago

    San Fernando, Central Luzon, Philippines TEN ELLEVEN MANILA INC. Full time ₱900,000 - ₱1,200,000 per year

    Position OverviewThe Senior Executive Assistant - Finance & Business Support is a high-level leadership role responsible for overseeing and managing key administrative, financial, legal, and compliance functions. This position will provide executive-level support to the Finance and Operations team, ensure the organization's adherence to legal and regulatory...

  • Accounting Assistant

    2 weeks ago

    San Fernando, Central Luzon, Philippines Autokid Truck Solutions Full time ₱250,000 - ₱350,000 per year

    Job Summary:The Accounting Assistant is responsible for providing support to the Accounting Department by performing clerical tasks, assisting with financial record-keeping, processing transactions, and ensuring accurate and timely preparation of reports. The role helps maintain organized and up-to-date accounting records in compliance with company policies...

  • Virtual Assistant

    2 weeks ago

    San Fernando, Central Luzon, Philippines People Source PH Full time ₱28,000 - ₱33,000 per year

    People Source PH is looking for a detail-oriented, accuracy-driven Financial Virtual Assistant to support the finance operations of one of our Australian clients. This is an exciting opportunity to work remotely and grow your finance career while supporting day-to-day accounting functions, compliance, and reporting. Whether you're an experienced bookkeeper...