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

VBP; Philippines; On-site; PHP 300,000 - 460,000; Full time

Benefits offered by this job

HMO coverage

Dental & Optical

Two weeks Christmas vacation

Educational assistance 25K

Training and equipment

Fixed schedule Mon-Fri 7 AM to 4 PM

Job summary

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

Qualifications

• 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).

Responsibilities

• 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.

Skills

MS Office

XPLAN

Attention to detail

Communication

Organization

Multitasking

Education

Bachelor's degree

Tools

Financial planning software

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.

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