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Listed one day ago

Australian Financial Planning Assistant (Xplan) - w/ 30k SignOn Bonus [FBG]

at VAP
Be an early applicant

This is a Full time job

Cebu City, Cebu
  • Day Shift Weekends Off, HMO w/ Dental Coverage + Dependents
  • Paid 2-week Holiday Break + Annual Leaves + Australian Holidays
  • Free Daily Breakfast, Full-time position with PH Gov't. Benefits
Support Australian Financial Advisers through administration, client coordination, document preparation, and accurate financial planning support.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
1d ago
Listed two days ago

Australian Paraplanner | Xplan Specialist | Onsite | PHP110K + Sign-on Bonus

at Emapta
Be an early applicant

This is a Full time job

Makati City, Metro Manila
Up to PHP110k + Sign-On Bonus
  • Career growth opportunities
  • Unlimited upskilling through Emapta Academy courses
  • Exclusive Emapta Lifestyle perks
Support Australian advisers through expert paraplanning, SOAs, ROAs, and Xplan while growing your career with Emapta.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
2d ago
Listed ten days ago

Financial Planning Assistant | AU Client | Onsite

at Boutique Outsource Solutions Pty Ltd

This is a Full time job

Ortigas, Metro Manila
₱45,000 – ₱60,000 per month
  • AU financial services exposure with career growth opportunities
  • Competitive package, HMO Day 1, and 25 paid leave days
  • Fun, collaborative workplace with strong work-life balance
Provide administrative support for an AU financial services client, managing onboarding, compliance, records, reporting, and adviser operations.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
10d ago
Listed two days ago

Senior Paraplanner | Day 1 HMO |

at Collective Outsourcing, Inc.
Be an early applicant

This is a Full time job

Cebu City, Cebu(Remote)
₱70,000 – ₱95,000 per month
Work with skilled advisers to formulate and test strategies, discuss alternatives and customise documents for clients.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
2d ago
Listed four days ago

Australian Paraplanners (WFH) w/ Sign-On Bonus

at VAP

This is a Full time job

Davao City, Davao del Sur(Remote)
  • Day Shift Weekends Off, HMO w/ Dental Coverage + Dependents
  • Paid 2-week Holiday Break + Annual Leaves + Australian Holidays
  • Free Daily Breakfast, Full-time position with PH Gov't. Benefits
Join us as a Paraplanner and be at the heart of our financial planning team. Elevate your career in financial planning & work directly with advisers.
subClassification: Road TransportRoad Transport classification: Manufacturing, Transport & Logistics(Manufacturing, Transport & Logistics)
4d ago
Listed one day ago

AU Financial Planning Assistant (Implementation) - w/ 30k SignOn Bonus [FPW]

at VAP
Be an early applicant

This is a Full time job

Cebu City, Cebu(Remote)
  • Day Shift Weekends Off, HMO w/ Dental Coverage + Dependents
  • Paid 2-week Holiday Break + Annual Leaves + Australian Holidays
  • Free Daily Breakfast, Full-time position with PH Gov't. Benefits
Looking to continue your career in Financial Planning? Interested in learning complex tasks like Implementation, SOAs and the like? Join VA Platinum!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
1d ago
Listed three days ago

Paraplanner

at Global Back Office Solutions Pty Ltd

This is a Full time job

Eastwood, Metro Manila
  • Work life balance
  • Competitive salary and allowances
  • HMO and Life Insurance on first day (with free 1 dependent)
Competitive salary and allowances HMO and Life Insurance on first day Dayshift and weekends off Unused SL convertible to cash Work life balance
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed twenty three days ago

Australian Financial Planning Assistant

at Multiply Wealth Management

This is a Full time job

Cebu City, Cebu(Remote)
₱35,000 – ₱45,000 per month
Enjoy flexibility, competitive benefits and excellent working conditions while making a difference in clients' financial well-being.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
23d ago
Listed two days ago

Australian Financial Planning | Brokerage Officer

at Collective Outsourcing, Inc.

This is a Full time job

Cebu City, Cebu(Remote)
  • Work From Home (IT Equipment Provided)
  • Supportive and Engaging Client
  • HMO Day 1, Team Building Events
If you have AU financial planning experience and like working with large volumes of data to ensure accuracy, this role is for you
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
2d ago
Listed fifteen days ago

Australian Financial Planning Assistant (Xplan - Onsite) - w/ 30k SignOn Bonus

at VAP

This is a Full time job

Cebu City, Cebu
  • Day Shift Weekends Off, HMO w/ Dental Coverage + Dependents
  • Paid 2-week Holiday Break + Annual Leaves + Australian Holidays
  • Free Daily Breakfast, Full-time position with PH Gov't. Benefits
Looking to continue your career in Financial Planning? Interested in learning complex tasks like Implementation, SOAs and the like? Join VA Platinum!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
15d ago
Listed one day ago

Australian Paraplanners (Onsite) w/ 30k Sign-On Bonus [AWM]

at VAP
Be an early applicant

This is a Full time job

Cebu City, Cebu
Prepare compliant ROAs and SOAs while supporting Australian Financial Advisers with research, strategy, and high quality financial advice.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
1d ago
Listed eleven days ago

Financial Planning Assistant (Xplan) | Australian Financial Planning

at Private Advertiser

This is a Full time job

Metro Manila(Remote)
₱40,000 – ₱60,000 per month
If you have experience working within Australian financial planning, are highly organized, and have strong Xplan knowledge.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed one day ago

Australian Financial Planning Assistant (ADL) - w/ 30k SignOn Bonus [JVFS]

at VAP
Be an early applicant

This is a Full time job

Cebu City, Cebu
  • Day Shift Weekends Off, HMO w/ Dental Coverage + Dependents
  • Paid 2-week Holiday Break + Annual Leaves + Australian Holidays
  • Free Daily Breakfast, Full-time position with PH Gov't. Benefits
Looking to continue your career in Financial Planning? Interested in learning complex tasks like Implementation, SOAs and the like? Join VA Platinum!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
1d ago
Listed eight days ago

XPLAN Expert

at Elka Asenso Outsourcing Inc
Be an early applicant

This is a Full time job

Cebu City, Cebu
You’ll be the go-to person for Xplan queries, system guidance, and process support, helping advisers and practices work more efficiently
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
8d ago
Listed seventeen days ago

Client Service Officer

at NETWORK ONE PEOPLE SOLUTIONS INC.

This is a Full time job

Makati City, Metro Manila
-
  • Work-life balance with a supportive and people-first culture.
  • Clear career growth opportunities with structured learning and promotion pathway
  • Collaborative and supportive team environment that values knowledge sharing.
We are hiring Client Service Officers who has AU experiences
subClassification: Client & Sales AdministrationClient & Sales Administration classification: Administration & Office Support(Administration & Office Support)
17d ago
Listed one day ago

Administrative Assistant | Hybrid | Makati | Day Shift | Day 1 HMO

at Emapta

This is a Full time job

Metro Manila(Hybrid)
Weekends off
  • Competitive Salary Package
  • Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more!)
  • Mentorship and exposure to global leaders and teams
Support financial professionals through seamless administration and client service while building a stable global career with growth today.
subClassification: Administrative AssistantsAdministrative Assistants classification: Administration & Office Support(Administration & Office Support)
1d ago
Listed eighteen days ago

Paraplanner (US Wealth Management, Office-based)

at ConnectOS
Be an early applicant

This is a Full time job

Mandaluyong City, Metro Manila
  • Medical, Dental Coverage and Life insurance from day 1 of employment with 2 HMO
  • Additional USD 60 monthly transportation allowance (approximately PHP 3,700)
  • Eligibility for annual bonus (50-90% of monthly salary)
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
18d ago
Listed twelve days ago

Experienced Paraplanner - WFH l Up to 90K!

at TrueBlue

This is a Full time job

Cebu City, Cebu(Remote)
₱50,000 – ₱70,000 per month
Job DescriptionAn Australian financial planning firm is seeking a paraplanning superstar to support its team of financial advisors and enhance the...
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
12d ago
Listed more than thirty days ago

Financial Client Care Representative (Mutual Funds/Investment/Annuity)

at Sun Life Global Solutions – Philippines

This is a Full time job

Taguig City, Metro Manila(Hybrid)
  • Hybrid Set Up
  • Guaranteed 14th Month Pay
  • Day 1 HMO for you and your dependents
We are looking for Financial Client Care Representatives with knowledge in Mutual funds/Investments/Annuity to join SLGS!
subClassification: Customer Service - Call CentreCustomer Service - Call Centre classification: Call Centre & Customer Service(Call Centre & Customer Service)
30d+ ago•Expiring
Listed seventeen days ago

Paraplanner | AU Exp | Hybrid | Weekends Off | Up to PHP85K + Sign-On Bonus

at Emapta
Be an early applicant

This is a Full time job

Metro Manila(Hybrid)
Up to PHP85,000 + Sign-On Bonus
  • Competitive salary package
  • Unlimited upskilling through Emapta Academy courses
  • Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more!)
Grow as an Australian Paraplanner creating high-quality SOAs while supporting trusted financial advice.
subClassification: Analysis & ReportingAnalysis & Reporting classification: Banking & Financial Services(Banking & Financial Services)
17d ago
Listed more than thirty days ago

Senior Financial Planning Assistant (Team Lead – AU Clients)

at Collaborus Inc

This is a Full time job

Cebu City, Cebu(Hybrid)
₱50,000 – ₱60,000 per month
Take ownership of complex financial planning work while leading a team of FPAs. Ideal for high performers ready to step into leadership.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
30d+ ago•Expiring
Listed eleven days ago

Paraplanner

at VBP

This is a Full time job

Cebu City, Cebu
As a Paraplanner, you'll work closely with financial planning practices to develop compliant advice documents aligned with client objectives,...
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed seventeen days ago

Paraplanner | AU Exp | Hybrid | Weekends Off | Up to PHP85K + Sign-On Bonus

at Emapta

This is a Full time job

Pampanga, Central Luzon(Hybrid)
Up to PHP85,000 + Sign-On Bonus
  • Competitive salary package
  • Unlimited upskilling through Emapta Academy
  • Exclusive Emapta Lifestyle perks
Grow as an Australian Paraplanner creating high-quality SOAs while supporting trusted financial advice.
subClassification: Analysis & ReportingAnalysis & Reporting classification: Banking & Financial Services(Banking & Financial Services)
17d ago
Listed twenty five days ago

IMPLEMENTATION CLIENT SERVICES OFFICER / FINANCIAL PLANNING ASSISTANT

at Qwrk

This is a Full time job

Cebu City, Cebu
  • Fixed Weekends Off
  • Day 1 HMO
  • Fixed Dayshift
When was the last time you had fun at work? If you're a talented individual who loves challenges, be part of our team and apply now!
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
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