Senior Financial Planning Assistant

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

Requirements

• 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.

Benefits

• 500K per incident HMO coverage + Dental & Optical benefits
• 2-week paid Christmas vacation
• Electricity & Data subsidies

25K Educational Assistance

• Training and equipment will be provided
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM
• Visit website

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.

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