Senior Financial Planning Assistant job opportunity at VBP.

Home Jobs In Philippines Tag: Job Senior Financial Planning Assistant position at VBP


Date2025-12-09T03:39:38.657Z bot
VBP Senior Financial Planning Assistant
Experience: 3-years
Pattern: Full-time
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loacation Cebu City, Philippines
loacation Cebu City....Philippines

Overview of the Role A  Senior Financial Planning Assistant  provides advanced administrative and client service support to the financial planning team. This role requires a highly organized and proactive individual to handle complex financial planning tasks, including report preparation, insurance premium estimates, client interaction, and portfolio management. This role plays a key part in handling complex financial planning tasks and ensuring smooth operations within the financial planning office.  Main duties include: Summarize client details and setup client files and adding client data to the financial planning software  Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.  Prepare portfolio reports and agenda for client meetings   Preparing application forms and reports presentations.  Managing prospect database in CRM system  Submitting application forms, authorities and following up.  Send meeting reminders, advice documents to clients.  Organizing and tracking advice recommendation to the review masters.  Develop and sustain a level of professionalism among staff and client  Uphold a strict level of confidentiality  Other tasks as assigned by client or CSM  Graduate of any relevant course, preferably in finance, business, or a related field.  Experience: At least 3 years of experience in a financial planning, insurance, or client service role.  Proficiency in MS Office (Outlook, Excel, Word, PowerPoint) and Google Workspace.  Strong attention to detail and the ability to prepare accurate financial documents.  Excellent verbal and written communication skills.  Ability to multitask and prioritize tasks effectively.  High level of confidentiality and professionalism in client interactions.  Strong organizational and time management skills, with the ability to work independently and in a team environment.  

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