Financial Planning Assistant (CDO)

Overview of the Role

A Financial Planning Assistant is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements.

Main duties include

• Summarize client details, set files, and add 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.
• Preparing application forms, reports, and mindmap presentations.
• Submitting application forms and following up on applications, insurance, underwriting, medicals, etc.
• Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc for client meetings
• Schedule meetings, and appointments and manage travel itineraries.
• Develop and sustain a level of professionalism among staff and clientele
• Uphold a strict level of confidentiality
• Other tasks as assigned by the client or team leader

Requirements

Successful applicants should

• Graduate of any course or other related courses but must have a passion for customer service
• At least 2 years completion in college + 2 years of work experience
• Proficient use of Microsoft Applications and Google Workspace
• Excellent communication and research skills
• Ability to self-manage and show initiative to drive results
• Flexible; ability to multitask, adapt to changing priorities, and prioritize projects
• Has an internet connection of at least 15 Mbps
• Residence within Cebu or Cagayan de Oro

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
• 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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