# Senior Financial Planning Assistant

**Company:** [VBP](http://jobs.workable.com/companies/xmXnCvHAGDJbeVxY6jpxSH.md)
**Location:** Cebu City, Philippines
**Workplace:** hybrid
**Employment type:** Full-time
**Department:** Client Delivery

[Apply for this job](http://jobs.workable.com/view/3c422e5f-7180-429c-8c4b-fa6d58787169)

## Description

**Take the next step in your career and be rewarded with a 5‑figure sign‑on bonus when you apply between April 1 and June 30, 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.

## Requirements

-   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

-   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