- Location
- Cebu City, Cebu, Philippines · published · Cagayan De Oro City, Misamis Oriental, Philippines
- Type
- Full-time
- Department
- Transportation
- Seniority
- Senior
- Source
- Workable
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.
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