Senior Financial Planning Assistant | With ₱50,000 Sign-on Bonus

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

Take the next step in your career and be rewarded with a 5‑figure sign‑on bonus when you apply from August to September 2026.

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