Senior Financial Planning Assistant

VBP; Cebu City; On-site; PHP 420,000 - 580,000; Full time

Benefits offered by this job

HMO coverage 500K

Dental & Optical

2 weeks Christmas vacation

Educational assistance 25K

Training and equipment provided

Job summary

VBP in Cebu is seeking a Senior Financial Planning Assistant to support financial planners with detailed planning, reporting and client documentation. You will manage client files, prepare quotations and forms, and coordinate meetings.

The role requires a 3+ year track record in financial planning support, strong MS Office skills, and familiarity with financial planning software such as XPLAN. Training and equipment are provided.

Qualifications

• Graduate with a strong background in financial services or administration.
• Minimum 3 years’ experience as a financial planning assistant or related role.
• Proficient in Microsoft Office and financial planning software (e.g., XPLAN).
• Excellent communication, organization and multitasking skills.

Responsibilities

• Assist in preparation and review of detailed financial plans and reports.
• Manage client files with data accuracy in planning software.
• Prepare product comparisons, quotations and client application forms.
• Coordinate client meetings and travel arrangements.
• Collaborate with advisers and paraplanners for compliance and QA.
• Follow up on applications and underwriting to ensure timely processing.

Skills

Financial services

Administration

Microsoft Office

XPLAN

Communication

Organization

Multitasking

Independent work

Education

Relevant degree in finance/administration

Tools

XPLAN

MS Excel

Job description

Overview of the Role

The Senior Financial Planning Assistant plays a pivotal role in supporting financial planners by managing complex administrative tasks and assisting in the preparation of detailed financial reports and client documentation. This role demands a high level of accuracy, organization, and communication to ensure seamless workflow within the financial planning team.

Main duties include:

• Assist in the preparation and review of detailed financial plans and reports.
• Manage client files, ensuring data accuracy and completeness within the financial planning software.
• Prepare product comparisons, quotations, and application forms for clients.
• Coordinate and schedule client meetings, manage appointments, and handle travel arrangements.
• Collaborate with advisers and paraplanners to support compliance and quality assurance.
• Follow up on applications, insurance underwriting, and other client requests to ensure timely processing.
• Maintain confidentiality and professionalism in all client and internal interactions.
• Provide mentorship and guidance to junior financial planning assistants.
• Contribute to process improvements and workflow optimizations within the team.
• Graduate of any relevant course with a strong background in financial services or administration.
• Minimum of 3 years’ experience in a financial planning assistant or related role.
• Proficient in Microsoft Office Suite and financial planning software (e.g., XPLAN preferred).
• Excellent communication, organization, and multitasking skills.
• Ability to work independently with minimal supervision and demonstrate initiative.
• Strong attention to detail and commitment to delivering high-quality work.
• Reliable internet connection with minimum 15 Mbps speed.
• Residence within key operational locations such as Cebu or Cagayan de Oro is preferred.
• 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