# Financial Planning Assistant

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

[Apply for this job](http://jobs.workable.com/view/5e82b80a-c0cd-4495-9300-664fb67c1509)

## Description

**Overview of the Role**  

A **Financial Planning Assistant** is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements.  

**Main duties include:**   

-   Summarize client details, set files, and add data to the financial planning software  
-   Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.  
-   Preparing application forms, reports, and mindmap presentations.  
-   Submitting application forms and following up on applications, insurance, underwriting, medicals, etc.  
-   Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc for client meetings  
-   Schedule meetings, and appointments and manage travel itineraries.   
-   Develop and sustain a level of professionalism among staff and clientele  
-   Uphold a strict level of confidentiality  
-   Other tasks as assigned by the client or team leader

## Requirements

**Successful applicants should:**  

-   Graduate of any course or other related courses but must have a passion for customer service  
-   At least 2 years completion in college + 2 years of work experience  
-   Proficient use of Microsoft Applications and Google Workspace  
-   Excellent communication and research skills  
-   Ability to self-manage and show initiative to drive results   
-   Flexible; ability to multitask, adapt to changing priorities, and prioritize projects  
-   Has an internet connection of at least 15 Mbps  
-   Residence within Cebu

## 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