Senior Financial Planning Assistant: Sign-On Bonus & Growth

VBP; Cebu City; On-site; PHP 300,000 - 540,000; Full time

Benefits offered by this job

5-figure sign-on bonus

HMO coverage + Dental & Optical

2-week Christmas vacation

Educational assistance 25K

Training and equipment provided

Fixed Mon-Fri 7 AM–4 PM

Job summary

VBP is seeking a Senior Financial Planning Assistant to support our financial planners with detailed reports, client documentation, and data entry. The role requires precision, strong organizational skills, and clear communication to keep client files up to date.

You will review plans, prepare quotations and forms, schedule meetings, and collaborate with advisers to ensure compliance. Relevant experience (3+ years) and proficiency in Microsoft Office and XPLAN are preferred.

Qualifications

• Graduate with strong background in financial services or administration.
• Minimum of 3 years' experience in a financial planning assistant or related role.
• Proficient in Microsoft Office and financial planning software such as XPLAN (preferred).
• Excellent communication, organization, and multitasking abilities.

Responsibilities

• Assist in the preparation and review of detailed financial plans and reports.
• Manage client files and ensure data accuracy in planning software.
• Prepare product comparisons, quotations, and client forms.
• Coordinate and schedule client meetings and travel arrangements.
• Collaborate with advisers to support compliance and quality assurance.
• Follow up on applications and underwriting to ensure timely processing.
• Maintain confidentiality and professionalism in all interactions.
• Provide mentorship to junior assistants and contribute to workflow improvements.

Skills

Attention to detail

Communication skills

Multitasking

Initiative

Independent work

Education

Bachelor's degree in a relevant field

Tools

Microsoft Office Suite

XPLAN

Job description

VBP is seeking a Senior Financial Planning Assistant to support our financial planners with detailed reports, client documentation, and data entry. The role requires precision, strong organizational skills, and clear communication to keep client files up to date.

You will review plans, prepare quotations and forms, schedule meetings, and collaborate with advisers to ensure compliance. Relevant experience (3+ years) and proficiency in Microsoft Office and XPLAN are preferred.