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 RoleThe 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.RequirementsGraduate 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.Benefits500K 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
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
ABOUT USVBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.HOW WE STARTEDIn 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members. We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.WHAT WE OFFERwe have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:Accounting, Bookkeeping, and Report ManagementFinancial Planning AssistanceMortgage Broking AssistanceParaplanningIn addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.To learn more about us, visit http://vbp.au.Let's connect!
ABOUT US
VBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.
Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.
HOW WE STARTED
In 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.
Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members.
We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.
These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.
WHAT WE OFFER
we have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:
- Accounting, Bookkeeping, and Report Management
- Financial Planning Assistance
- Mortgage Broking Assistance
- Paraplanning
In addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.
To learn more about us, visit http://vbp.au.
Let's connect!
