Financial Planning Assistants (w/ Sign on Bonus)


About the Role:

Hiring Financial Planning Virtual Assistants to be in charge of handling the small details to keep the company moving so that your client can focus on large-company goals. Virtual assistants communicate with their clients on multiple channels (email, calls, etc.). They will conduct orientations, communicate with clients, ensure clarity of instructions, and facilitate group and one-on-one coaching. Experience in CRMs like AdviserLogic and Xplan is a plus. A virtual assistant must be able to manage expense reports, orders, and confidential financial information.

 Tasks and Responsibilities:

  • Client-facing role
  • Build and maintain relationships with clients
  • Manage your client inquiries and correspondence
  • Foresee your clients’ insurance needs, such as policy amendments
  • Assist in insurance policy applications
  • Manage client’s lapsed payments & dishonour status
  • Assist the client with any claim request on their policies
  • Keep relevant records and update client information
  • Prepare new or update an existing fact find for superannuation
  • Contact clients for documents/forms
  • Process investment purchase, switch, and sell down
  • Process rollovers
  • Prepare and send client invoices using Xero or manually
  • Prepare market comparisons
  • Assist in preparation for tax return and compliance reporting
  • Must have the ability to multitask projects

What’s in it for you?

  • Dayshift schedule with weekends off
  • HMO Day 1 + 3 dependents. for free
  • Competitive Package and benefits
  • 2-week Christmas Break and Annual Leaves
  • Full-time position with Gov’t. Benefits (SSS, Philhealth, etc.)

Non-negotiable Requirements:

  • Stable Internet Connection (at least 10 Mbps)
  • Laptop or PC w/ Webcam (Online Recruitment Process)
  • Cebu residents only


Ideal Candidate:

  • Experience with Accounting, Real Estate, Life insurance or Commercial lending industries and Financial or Banking Accounts is a plus
  • Familiarity with current technologies, like desktop sharing, cloud services, and VoIP
  • Expert with word-processing software and spreadsheets (e.g., MS Office)
  • Knowledge of online calendars and scheduling (e.g., Google Calendar)
  • Excellent phone, email, and instant messaging communication skills
  • Excellent time management and solid organizational skills
  • Self-directed and able to work without supervision
  • Excellent verbal and written communication skills

About VA Platinum:We are not your average Virtual Assistant provider in the Philippines. Everything we do focuses on being extraordinary. From our superstar staff to our business coaching services, our culture, and impressive systems. Visit our website at

Other Cebu-Based Career Opportunities:

  • Financial Planning VAs
  • Mortgage Broking VAs
  • Executive Assistants
  • Digital Marketing Specialists
  • Team Leaders
  • LinkedIn Specialists
  • Fullstack Developers
  • Paraplanners (anywhere in the PH)
  • Mortgage Parabrokers (anywhere in the PH)
  • Paraplanners
  • Parabrokers
  • Loan Processors
  • Credit Analysts

Know more about our other open positions here:

Salary: ₱25000 - ₱30000
Address: 11th Floor e-Bloc 5. Inez Villa St. Cebu IT Park, Lahug, Cebu City