Senior Financial Planning Assistant

Virtual Business Partners Pty. Ltd.; Cebu City; On-site; PHP 502,000 - 725,000; Full time

Benefits offered by this job

500K HMO coverage

2-week paid Christmas vacation

Electricity & Data subsidies

25K Educational Assistance

Training and equipment provided

Fixed schedule: Mon-Fri 7 AM to 4 PM

Job summary

A leading financial services firm in Cebu City is looking for a Senior Financial Planning Assistant to support their financial planning team. Responsibilities include preparing client reports, managing data, and upholding client confidentiality. Candidates should have at least 3 years in a financial planning or client service role, strong proficiency in MS Office, and excellent communication skills. The role offers competitive benefits including HMO coverage, a paid Christmas vacation, and educational assistance.

Qualifications

• Minimum of 3 years experience in financial planning, insurance, or client service roles.
• Ability to multitask and prioritize tasks effectively.
• Possess a high level of confidentiality and professionalism.
• Strong attention to detail and the ability to prepare accurate financial documents.
• Excellent verbal and written communication skills.
• Ability to multitask and prioritize tasks effectively.
• High level of confidentiality and professionalism in client interactions.
• Strong organizational and time management skills, with the ability to work independently and in a team environment.

Responsibilities

• Summarize client details and manage client files.
• Prepare product comparison reports and portfolio reports.
• Organize and track client advice recommendations.
• Prepare application forms and reports presentations.
• Manage prospect database in CRM system.
• Submit application forms, authorities and follow up.
• Send meeting reminders and advice documents to clients.
• Organize and track advice recommendations to the review masters.
• Develop and sustain a level of professionalism among staff and clients.
• Uphold a strict level of confidentiality.
• Other tasks as assigned by client or CSM.

Skills

MS Office proficiency

Strong attention to detail

Excellent communication skills

Organizational skills

Time management skills

Organization

Education

Graduate in finance, business, or related field

Tools

CRM software

Google Workspace

Job description

Overview of the Role

Senior Financial Planning Assistant provides advanced administrative and client service support to the financial planning team. This role requires a highly organized and proactive individual to handle complex financial planning tasks, including report preparation, insurance premium estimates, client interaction, and portfolio management.

This role plays a key part in handling complex financial planning tasks and ensuring smooth operations within the financial planning office.

Responsibilities

• Summarize client details and set up client files and add client 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.
• Prepare portfolio reports and agenda for client meetings.
• Prepare application forms and reports presentations.
• Manage prospect database in CRM system.
• Submit application forms, authorities and follow up.
• Send meeting reminders and advice documents to clients.
• Organize and track advice recommendations to the review masters.
• Develop and sustain a level of professionalism among staff and clients.
• Uphold a strict level of confidentiality.
• Other tasks as assigned by client or CSM.

Qualifications

• Graduate of any relevant course, preferably in finance, business, or related field.
• At least 3 years of experience in a financial planning, insurance, or client service role.
• Proficiency in MS Office (Outlook, Excel, Word, PowerPoint) and Google Workspace.
• Strong attention to detail and the ability to prepare accurate financial documents.
• Excellent verbal and written communication skills.
• Ability to multitask and prioritize tasks effectively.
• High level of confidentiality and professionalism in client interactions.
• Strong organizational and time management skills, with the ability to work independently and in a team environment.

Benefits

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