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VBP

Senior Financial Planning Assistant

VBP

. Assist in the preparation and review of detailed financial plans and reports.

Posted 10/29/2026full-timeCebu City • PhilippinesSenior💰 ₱720,000 - ₱960,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in financial planning processes, including preparation of financial plans and reports, while ensuring data accuracy and compliance. Strong organizational and communication skills are essential for managing client interactions and supporting team workflow improvements.

Highest-signal resume keywords
Financial Planning Software ProficiencyClient ManagementAttention To DetailCommunication SkillsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial PlanningData AccuracyReport PreparationProduct ComparisonsQuotationsApplication FormsInsurance UnderwritingWorkflow OptimizationMentorshipCompliance Support
Soft Skills
OrganizationMultitaskingInitiativeConfidentialityProfessionalism
Tools & Technologies
Microsoft Office SuiteXPLAN
Industry Keywords
Financial ServicesClient FilesQuality AssuranceTravel ArrangementsCebuCagayan De Oro

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