Senior Financial Planning Assistant
Vbp
Full time
Senior Financial Planning Assistant
Vbp· Client Delivery
About this role
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.
- 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
Frequently Asked Questions
Is the salary disclosed for the Senior Financial Planning Assistant position at Vbp?
The salary for this Senior Financial Planning Assistant role at Vbp is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Senior Financial Planning Assistant position at Vbp located?
This Senior Financial Planning Assistant role at Vbp is based in Cagayan De Oro City, Misamis Oriental, Philippines. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Senior Financial Planning Assistant role at Vbp full-time or part-time?
This is listed as a Full time position. It is posted as a Senior Financial Planning Assistant role in the Client Delivery department at Vbp.
Which team or department does the Senior Financial Planning Assistant at Vbp belong to?
This Senior Financial Planning Assistant position is part of the Client Delivery department at Vbp. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Senior Financial Planning Assistant position at Vbp?
Click the "Apply Now" button on this page. You will be redirected to Vbp's official application portal hosted on workable where you can submit your application directly.
When was the Senior Financial Planning Assistant job at Vbp posted?
This Senior Financial Planning Assistant position at Vbp was posted on Apr 29, 2026. Apply as soon as possible — early applications are often reviewed first.
Senior Financial Planning Assistant
Vbp
You'll be redirected to Vbp's official application page on workable.