Description
Senior Financial Planning Assistant role supporting financial planners with detailed administrative work, financial plan and report preparation, client file management, product comparisons and application forms, scheduling and travel coordination, compliance and quality assurance support, and follow-up on applications and underwriting. The position requires at least 3 years of relevant financial planning assistant experience, proficiency with Microsoft Office and financial planning software such as XPLAN, strong communication and organization skills, and preferred residence near Cebu or Cagayan de Oro. Benefits include HMO coverage, dental and optical benefits, paid Christmas vacation, educational assistance, and provided training/equipment, with a fixed Monday-to-Friday schedule.
