Financial Planning Assistant

Befree • cebu, central visayas, Philippines • Posted June 17, 2026

Location cebu, central visayas

Job Type Full-time

Category Outsourcing and Offshoring Consulting,Accounting

Posted June 17, 2026

Job Description:  Senior Financial Planning Assistant 
Organization:  Befree Global through SuperRecords Pty Ltd 
Job Timings:  6:30 AM to 3:30 PM (Philippines time) 

About the Role  
We are seeking an experienced candidate to work as Senior Financial Planning Staff in the Philippines who can independently provide end-to-end administrative advisers. We are looking to hire a person with expertise in Paraplanning Admin. 

Key Responsibilities 
Financial Planning Support Work 
• Prepare client review packs, product comparisons, insurance quo performance summaries, manage CRM updates, complete implementation complete any such other administrative tasks given by the adviser. 
• Organize future planning meetings with the client as per the review per review packs in 
preparation for the client meeting, review investment allocation, risk p...
            

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