About the role
Take the next step in your career and be rewarded with a 5‑figure sign‑on bonus when you apply from August to September 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
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