Senior Financial Planning Assistant
Location
cebu city, central visayas
Job Type
Full-time
Category
Finance
Posted
June 14, 2026
Overview of the Role
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.
Responsibilities
- Summarize client details and set up client files and add 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.
- Prepare application forms and reports presentations.
- Manage p...