Senior Financial Planning Assistant | With ₱50,000 Sign-on Bonus

About this 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