Senior Financial Planning Assistant — Sign-On Bonus

VBP; Philippines; Presencial; PHP 300 000 - 460 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

HMO coverage

Dental & Optical

Two weeks Christmas vacation

Educational assistance 25K

Training and equipment

Fixed schedule Mon-Fri 7 AM to 4 PM

Resumo da oferta

VBP is seeking a Senior Financial Planning Assistant in the Philippines to support financial planners with detailed reports and client documentation. The role emphasizes accuracy, organization, and clear communication to maintain a smooth workflow within the planning team.

Responsibilities include preparing plans and reports, managing client files in the planning software, and coordinating meetings. Requires 3+ years in a similar role, strong Excel/XPLAN proficiency, and a professional approach

Qualificações

• 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).

Responsabilidades

• 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.

Conhecimentos

MS Office

XPLAN

Attention to detail

Communication

Organization

Multitasking

Formação académica

Bachelor's degree

Ferramentas

Financial planning software

Descrição da oferta de emprego

VBP is seeking a Senior Financial Planning Assistant in the Philippines to support financial planners with detailed reports and client documentation. The role emphasizes accuracy, organization, and clear communication to maintain a smooth workflow within the planning team.

Responsibilities include preparing plans and reports, managing client files in the planning software, and coordinating meetings. Requires 3+ years in a similar role, strong Excel/XPLAN proficiency, and a professional approach