248 Financial Planning Assistant jobs in the Philippines

Here at VBP, we pursue excellence by always putting people first

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

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

Benefits you and your family can enjoy:

• 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

Non-negotiable requirements

• Has an internet connection of at least 15 Mbps
• Residence within Cebu

**Salary: P50,000-P60,000 (Salary Package)

What are we looking for?

Skills Required:**
• Minimum of 2 years of experience in financial planning, paraplanning, or client services roles.
• Strong understanding of Australian financial advice regulations (ASIC, FASEA, FPA, etc.).

• Experience with client onboarding, insurance applications, and platform administration.

• High level of written and verbal communication skills.

• Strong organisational skills and attention to detail.

• Proficiency in Microsoft Office and financial planning tools (e.g., Xplan, Plutosoft, Zoho

CRM).

• Ability to work independently, manage tasks efficiently, and meet deadlines in a remote

setup

What will you do? This role will provide essential support in delivering high-quality financial planning services, including paraplanning duties, client servicing, and administrative support. Working closely with our Financial Planners, you will contribute to the delivery of advice, ensure ongoing compliance, and assist in managing client relationships and operations.

1. Client Servicing:

- Build and maintain strong professional relationships with clients, offering timely and proactive support.

- Assist with client onboarding, including conducting KYC checks and gathering

relevant documentation.

- Respond to client queries regarding financial strategies, product implementation, and general matters.

- Prepare meeting packs, summaries, follow-ups, and other client correspondence.

- Manage and track client service workflows to ensure timely and effective delivery.

- Maintain accurate and up-to-date CRM records across all client touchpoints.

2. Paraplanning:

- Assist in preparing and reviewing compliant financial advice documents (SOAs and ROAs).

- Conduct research and analysis of superannuation, investment, and insurance products.

- Support strategy modelling (e.g. retirement projections, risk needs analysis, cashflow scenarios).

- Collate and analyse client data to support the development of advice strategies.

- Ensure documentation aligns with ASIC regulations, licensee standards, and quality assurance.

3. Implementation Support:

- Coordinate the implementation of approved advice strategies with clients and

product providers.

- Liaise with superannuation funds, insurers, and investment platforms to facilitate transactions.

- Assist in preparing application forms and ensure all relevant paperwork is submitted accurately.

- Track progress of client implementations and maintain service registers and

compliance logs.

4. Administrative Support:

- Maintain client files in accordance with compliance and data retention policies.

- Assist with producing reports, records, and presentation materials for internal and client use.

- Provide general administrative assistance to financial planners, including diary

management, data entry, and system updates.

- Contribute to the creation and documentation of internal processes and

procedures.

5. General Assistance and Development:

- Keep up to date with changes in legislation, compliance, and financial planning best practices.

- Participate in technical training, industry updates, and professional development sessions.

- Provide support to the broader advice team on ad-hoc projects and operational tasks.

Join the awesome team and enjoy these benefits & perks:

• Work from Home
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

Turn financial data into strategies that shape lasting futures

In financial planning, every detail counts toward securing a stronger tomorrow. This role places you at the core of wealth management-where strategy meets precision. Grow beyond the numbers, collaborate with experts, and chart a career path that invests in your growth while helping shape financial futures with confidence.

What You'll Do

Be part of our client's team as a Financial Planning Assistant. You will support financial planners in client management, report preparation, and compliance, while ensuring smooth coordination with institutions and clients. Your keen eye for detail and organizational skills will help keep everything on track and accurate.

Role Snapshot

Employment Type: Full-time

Shift: Day Shift

Work Setup: Onsite, Makati

Salary: PHP60,000 to 65,000 + PHP50,000 Signing Bonus

Perks & Benefits That Support Your Lifestyle

• Competitive salary package
• Morning work schedule
• HMO coverage with free dependent upon regularization
• Prime Makati location with easy MRT access
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit )
• Free 24/7 gym access in Ortigas and Makati with personal trainer
• Exclusive Emapta Lifestyle perks (hotel, restaurant discounts, and more)
• Unlimited opportunities for referral incentives
• Standard government and Emapta benefits
• 20 annual leaves (5 convertible to cash)
• Fun employee engagement activities
• Mentorship from global leaders
• Career growth opportunities
• Diverse and supportive work environment

What You Bring

• Experience in banking/financial services or equivalent
• Minimum 2 years in your previous/current role
• High proficiency in MS Outlook, Word, and Excel
• Strong attention to detail and accuracy
• Ability to work under pressure and meet deadlines
• Excellent communication and follow-up skills
• Motivated, goal-oriented, and enthusiastic mindset
• Willingness to handle repetitive tasks

How You'll Contribute

• Prepare reports and documentation for client meetings
• Manage competing demands and prioritize deadlines
• Research and liaise with financial institutions, super funds, and insurance providers
• Maintain and update client records in financial planning software
• Ensure compliance with regulatory requirements through accurate record-keeping
• Support the creation and maintenance of internal process documentation

About the Client

Our client is a trusted national financial planning firm based in Australia, known for turning complex financial challenges into clear, strategic pathways. With expertise in wealth creation, retirement planning, risk protection, taxation, and estate planning, they empower clients to achieve financial freedom. Their holistic and transparent approach, backed by a proven process, sets them apart in the industry. By joining their team, you'll contribute to life-changing strategies that help people secure not just their finances, but their futures.

Welcome to Emapta Philippines

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. Work with global clients across industries, supported by a stable foundation and like-minded professionals passionate about making an impact. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #EmaptaEra

Overview of the Role

We are looking for a detail-oriented and proactive Financial Planning Assistant to join our team. In this role, you will support the Australian Financial Advisers in delivering high-quality financial planning services to their clients.

Key focus will be ensuring accuracy, quality, and timely delivery of work and proactively attending to all the administrative tasks allocated by the Financial Advisers. This position involves a mix of administrative duties and client engagement.

Responsibilities (include but not limited to);

• Conduct product research within the financial planning universe
• Provide exceptional customer service by promptly addressing Adviser inquiries on administrative tasks and following up on requests.
• Maintain accurate and up-to-date client records and databases, ensuring data integrity and confidentiality.
• Manage client review meetings and document preparation.
• Prepare and process applications, ensuring accuracy and alignment with the advice documents.
• Assist in the implementation of financial strategies, coordinating with financial institutions and other service providers to ensure seamless execution of plans.
• Stay informed on financial regulations, industry trends, and best practices to ensure compliance and enhance the quality of services.
• Ability to understand and meet stakeholder expectations

Successful applicants should:

• Minimum 1-2 years of experience in handling similar tasks
• Experience in X-Plan Financial Planning Software
• Basic to intermediate MS Outlook, Excel, Word and PowerPoint knowledge
• A graduate from any four (4) year course; or
  
  at least 2 years in college with any bachelor's degree with at least two (2) years of working

Job Details

Location: BGC , Metro Manila

Full time, On-site Job

Fixed Schedule of Mon-Fri from 7 AM to 4 PM

Other Benefits

• Competitive Salary: We offer a competitive salary that reflects your experience and skills.
• 13th month Payment
• HMO: Enjoy great health insurance to keep you covered.
• Healthy Work Environment: A supportive, positive, and inclusive workplace that promotes your well-being and growth.
• Company-Provided Equipment: PC/ laptop will be provided from the company.

Schedule: Monday to Friday (8:00 AM to 5:00 PM Manila Time)

What are we looking for?

Skills Required:

• Bachelor's Degree holder of any related course in Commerce or Financial
• At least 3 years previous experience working in Australian financial planning
• Experience with portfolio management/investments.
• Preparation of client portfolio report
• SMSF Experience preferred

Nice to Have:

• Xplan experience advantageous

What will you do?

• Monitor client investment portfolios to ensure they remain in line with recommended asset allocation
• Prepare recommendations for the adviser on any changes needed and prepare records of advice
• Prepare Quarterly/Annual client performance reports
• Prepare SMSF Investment Strategies
• Liaising with product providers and investment platforms
• Update and maintain the client's Work in Progress log/CRM tool
• Reconcile fees and commissions
• Liaise with client for any administration support

Join the awesome team and enjoy these benefits & perks:

• WFH
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work Life Balance, and Career growth opportunities

JOIN CONNECTOS NOW

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is a registered financial planning firm located in Perth, servicing clients across Australia.

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

About the role

Cobalt Advisers' is seeking an experienced Financial Planning Assistant / Paraplanner to join our growing team in Cebu. In this full-time role, you will play a vital supporting function to our financial advisors, assisting with the preparation of detailed financial plans and supporting our clients to achieve their personal and financial goals.

What you'll be doing

• Support Financial Advisers with day-to-day administration and client service tasks
• Prepare and review financial advice documents and reports
• Liaise with product providers, fund managers, and insurance companies
• Maintain accurate client records and update CRM systems
• Assist with compliance requirements and ensure documentation is complete
• Conduct research on financial products, investments, and strategies
• Prepare financial modelling and projections for client presentations

What we're looking for

• Strong attention to detail and accuracy in work
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities and meet deadlines
• Strong analytical and problem-solving skills
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Experience with financial planning software is an advantage (e.g., Xplan, AdviserLogic, or similar)
• Previous experience in financial planning, paraplanning, or related field is desirable

What we offer

• Professional growth
• Exposure to diverse financial strategies and client cases
• Competitive salary package based on experience
• Supportive and collaborative work environment
• Flexibility and balance — we believe your career should support your life, not take it over

5 ELK creates an awesome working environment for people who are serious about their career and committed to providing exceptional customer service. We work with financial planners in Australia to provide back-office administration and professional support by playing an instrumental role in helping people achieve their financial goals.

REQUIREMENTS:

• Bachelor of Accounting, Accounting Management, Accounting Technology, Commerce,
• Business Administration (or equivalent)
• Willingness to undergo 4 weeks of paid training
• Advanced knowledge of the Microsoft suite
• Strong communication both verbal and written English
• Exceptional numeracy skills, with the ability to prepare and analyse a range of financial
• reports
• Highly organized with strong attention to detail
• Previous experience as a virtual assistant, preferably working for a foreign client
• Knowledge of the financial services, banking or accounting would be advantageous

RESPONSIBILITIES:

• Ensure client data is accurately recorded in all business system according to agreed processes (CRM Management)
• Transcribe voice recorded file notes
• Accurate and timely preparation of various reports
• Prepare client communication
• Ensure applications and other client documentation is completed and lodged according to business processes
• Liaise with financial institutions (i.e. banks, fund managers or insurance providers etc.)
• Provide back-office administration and support

WHY SHOULD YOU APPLY?

• Above-average salary that commensurate with your skills and experience;
• HMO with 200k benefits, group life insurance cover for you and your dependent. As well as an option to include additional dependent from start date;
• Employee Wellness Program including Legal Guidance
• Behavioural Health and Financial Guidance
• Personalised learning and development program;
• Coaching and mentoring by qualified and experienced professionals; and
• Modern fit-out and workstation

Job Types: Full-time, Fresh graduate

Pay: Php18, Php23,000.00 per month

Benefits:

• Company events
• Health insurance
• Paid training

Education:

• Bachelor's (Required)

Work Location: In person

• Do you want to work with some of Australia's best financial planning businesses?
• Embark on a fulfilling and engaging career.
• Earn as much as 23K + generous benefits + personalized learning and development.

This is a dayshift, full-time role with weekends off.

ABOUT BSA

BSA Solutions offers talent outsourcing services to small and medium-sized businesses. We provide access to highly skilled professionals, enabling global businesses to build their dream teams in the Philippines and Malaysia. Our vision is to create a community of successful companies where talented individuals can meet and collaborate. We encourage our talents to push their limits, embrace their potential, and passionately pursue greatness. We pride ourselves on delivering exceptional results to our clients through our personalised service and our in-depth knowledge of the markets we serve.

ABOUT THE CLIENT

5ELK is a leading outsourcing solution specializing in helping financial services businesses in Australia and the UK build high-performing offshore teams. As part of our team, you'll have the chance to work with industry experts, receive hands-on training, and contribute to the growth and success of our clients' businesses. Join us in scaling, growing, and increasing profitability while enjoying a supportive and professional work environment. Take the next step in your career and apply for a job with 5 ELK today

ABOUT THE ROLE

As a Client Service Administrator at 5ELK, you'll have the opportunity to undergo a comprehensive paid training program upon joining our team. In this role, you'll collaborate closely with financial advisers in Australia, playing a vital part in delivering exceptional back-office administration and professional support. Your contributions will directly help individuals achieve their financial goals.

RESPONSIBILITIES

• Accurately record client data in various business systems, following established processes for CRM management.
• Prepare reports promptly and with precision.
• Assist in client communication, ensuring accuracy and timeliness.
• Complete applications and other client documentation in adherence to established business processes.
• Coordinate with financial institutions such as banks, fund managers, and insurance providers.
• Provide comprehensive back-office administration and support to facilitate smooth operations.

• A Bachelor's Degree in Accounting, Accounting Management, Accounting Technology, Commerce, or Business Administration.
• Fresh graduates or individuals with less than one (1) year of work experience will also be considered.

Individuals with at least 1 year BPO experience in a Financial/Insurance Account are welcome to apply.
- Willingness to undergo a comprehensive 4-week paid training program.
- Intermediate to advanced knowledge of the Microsoft suite, including Excel, Word, and PowerPoint.
- Excellent verbal and written communication skills in English.
- Strong numerical and analytical abilities.
- Highly organized with exceptional attention to detail.
- Knowledge of the financial services, banking, or accounting industry would be advantageous.

Our Client benefits:

• Fixed Dayshift Schedule and Weekends Off
• Australian Holidays off and get to enjoy Christmas and New Year
• Competitive Compensation Package
• HMO with 200k benefits, plus 1 dependent when you start
• Company Events and Employee Wellness Programs
• Personalised learning and development program
• Coaching and mentoring by qualified and experienced professionals
• Modern fit-out and workstation

• Description

• Do you want to work with some of Australia's best financial planning businesses?

• Embark on a fulfilling and engaging career.
• Earn as much as 23K + generous benefits + personalized learning and development.

This is a midshift, full-time role with weekends off.

ABOUT BSA

BSA Solutions offers talent outsourcing services to small and medium-sized businesses. We provide access to highly skilled professionals, enabling global businesses to build their dream teams in the Philippines and Malaysia. Our vision is to create a community of successful companies where talented individuals can meet and collaborate. We encourage our talents to push their limits, embrace their potential, and passionately pursue greatness. We pride ourselves on delivering exceptional results to our clients through our personalised service and our in-depth knowledge of the markets we serve.

ABOUT THE CLIENT

5ELK is a leading outsourcing solution specializing in helping financial services businesses in Australia and the UK build high-performing offshore teams. As part of our team, you'll have the chance to work with industry experts, receive hands-on training, and contribute to the growth and success of our clients' businesses. Join us in scaling, growing, and increasing profitability while enjoying a supportive and professional work environment. Take the next step in your career and apply for a job with 5 ELK today

ABOUT THE ROLE

As a Client Service Administrator at 5ELK, you'll have the opportunity to undergo a comprehensive paid training program upon joining our team. In this role, you'll collaborate closely with financial advisers in UK, playing a vital part in delivering exceptional back-office administration and professional support. Your contributions will directly help individuals achieve their financial goals.

RESPONSIBILITIES

• Accurately record client data in various business systems, following established processes for CRM management.
• Prepare reports promptly and with precision.
• Assist in client communication, ensuring accuracy and timeliness.
• Complete applications and other client documentation in adherence to established business processes.
• Coordinate with financial institutions such as banks, fund managers, and insurance providers.
• Provide comprehensive back-office administration and support to facilitate smooth operations.

# Requirements

• A Bachelor's Degree in Accounting, Accounting Management, Accounting Technology, Commerce, or Business Administration.

• Fresh graduates or individuals with less than one (1) year of work experience will also be considered.

  Individuals with at least 1 year BPO experience in a Financial/Insurance Account are welcome to apply.
  - Willingness to undergo a comprehensive 4-week paid training program.
  - Intermediate to advanced knowledge of the Microsoft suite, including Excel, Word, and PowerPoint.
  - Excellent verbal and written communication skills in English.
  - Strong numerical and analytical abilities.
  - Highly organized with exceptional attention to detail.
  - Knowledge of the financial services, banking, or accounting industry would be advantageous.

# Benefits

Our Client benefits:

• Fixed Mid-shift Schedule and Weekends Off
• UK Holidays off and get to enjoy Christmas and New Year
• Competitive Compensation Package
• HMO with 200k benefits, plus 1 dependent when you start
• Company Events and Employee Wellness Programs
• Personalised learning and development program
• Coaching and mentoring by qualified and experienced professionals
• Modern fit-out and workstation