AU Senior Financial Planning Assistant
Description
Take the next step in your career and be rewarded with a 5‑figure sign‑on bonus when you apply between April 1 and June 30, 2026.
Overview of the Role
The Senior Financial Planning Assistant plays a pivotal role in supporting financial planners by managing complex administrative tasks and assisting in the preparation of detailed financial reports and client documentation. This role demands a high level of accuracy, organization, and communication to ensure seamless workflow within the financial planning team.
Main duties include:
Assist in the preparation and review of detailed financial plans and reports.
Manage client files, ensuring data accuracy and completeness within the financial planning software.
Prepare product comparisons, quotations, and application forms for clients.
Coordinate and schedule client meetings, manage appointments, and handle travel arrangements.
Collaborate with advisers and paraplanners to support compliance and quality assurance.
Follow up on applications, insurance underwriting, and other client requests to ensure timely processing.
Maintain confidentiality and professionalism in all client and internal interactions.
Provide mentorship and guidance to junior financial planning assistants.
Contribute to process improvements and workflow optimizations within the team.
Requirements
Graduate of any relevant course with a strong background in financial services or administration.
1-2 years experience in a financial planning assistant or related role.
Proficient in Microsoft Office Suite and financial planning software (e.g., XPLAN preferred).
Excellent communication, organization, and multitasking skills.
Ability to work independently with minimal supervision and demonstrate initiative.
Strong attention to detail and commitment to delivering high-quality work.
Reliable internet connection with minimum 15 Mbps speed.
Residence within Cebu
Requirements
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
Employer questions
- How many years' experience do you have in a Financial Planning Role?
- Do you have a Bachelor Degree?
- Which of the following types of qualifications do you have?
- How many years of tax planning experience do you have?
- Which of the following Microsoft Office products are you experienced with?
- What's your expected monthly basic salary?
- How many years' experience do you have as a Financial Planning Assistant?
- How would you rate your English language skills?
Company profile
ABOUT US
Virtual Business Partners (VBP) is a Cebu-based, Philippine-Australian company that provides business growth, consulting, and delivery capabilities to more than 200 financial services clients across Australia. After 8 years, and now with over 800 indispensable team members, VBP is committed to creating generational changes for our team and clients alike.
PASSION AND PURPOSE
VBP’s passion is to create change, and working with Financial Advisers in Australia means building financial well being for their customers now and in the future. VBP levers insights, and delivers flexibility for advisers by establishing best practice systems, processes, and teams. Delivering a human centered approach and creating opportunities for our team members is the core purpose of VBP. As VBP’s team members establish their careers, not simply jobs, they represent the company’s DNA and the value shared with clients.
OUR CLIENTS
We work with over 200 of the most progressive and dynamic businesses that are seeking to organically grow revenue and improve net profit margin.
WHAT WE OFFER
VBP is the market leader, and the only full scale bespoke provider, in business enhancement, consulting support, and delivering scale to the Australian financial services advice market. VBP leverages 8 years of service, plus the insights of an Executive team, each with 25 years expertise in building and scaling businesses:
● Business Analysis and Process design
● Practice Management
● Growth hacking
VBP WORKSPACE
We are located at the heart of Cebu City, the second largest metropolitan area in the Philippines by population, economy and land area - a significant center of commerce, trade, tourism, and education. Conveniently situated at the Mango Square building, VBP has 3 operating offices covering a total workspace of 3,088sqm. Since 2019, VBP's information Security Management System is certified according to ISO 27001:2013. In addition, in 2021, VBP has officially become Great Place To Work™ certified.
THE MANAGEMENT
David Carney (CEO and co-founder) brings over 25 years experience growing financial services businesses. A Certified Financial Planner, DC has the depth and experience of a practitioner. While as a Gazelles Certified business coach, DC has advised many of the leading financial advice businesses.
David Deegan (Director of Innovation and co-founder) shares a financial services and coaching pedigree. An E-Myth Mastery Coaching graduate, DD supported clients with a focus on business systems, processes and solutions to create growth.
VBP practices distributed leadership, confidently establishing capabilities throughout the teams - from the Executive, Senior Leaders, Line Managers to self-leading frontline Team Members.
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