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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning processes, including preparation of financial plans and reports, client management, and compliance support. Proficient in financial planning software and Microsoft Office Suite, with strong organizational and communication skills.
Highest-signal resume keywords
Financial Planning Software ProficiencyClient ManagementAttention To DetailCommunication SkillsProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningData AccuracyProduct ComparisonsQuotations PreparationApplication ProcessingCompliance SupportWorkflow Optimization
Soft Skills
OrganizationMultitaskingInitiativeMentorship
Tools & Technologies
Microsoft Office SuiteXPLAN
Industry Keywords
Financial ServicesAdministrationConfidentialityQuality Assurance
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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.
Benefits
Comp & perks- 5-figure sign-on bonus when you apply from August to September 2026
- 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