Financial Planning Assistant – Hybrid (1-2 days onsite)

About the role

The Financial Planning Assistant will support Australian financial advisers from our Cebu City office. This full‑time position combines remote work with 1‑2 days per week on‑site to ensure smooth collaboration. The role focuses on insurance quoting, advice implementation, client administration and CRM management.

Key responsibilities

• Prepare and deliver insurance quotes for Australian advisers.
• Assist in the implementation of financial advice for clients.
• Handle client administration tasks, including documentation processing.
• Maintain and update client records in the CRM system.
• Coordinate with advisers to gather necessary client information.

Required profile

• Detail‑oriented individual comfortable with a hybrid schedule (1‑2 days onsite per week).
• Available to work dayshift hours.

Required skills

• Experience with insurance quoting processes.
• Familiarity with client administration procedures.
• Proficiency in using CRM systems.
• Ability to work with insurance quoting software.

What we offer

• Hybrid work arrangement with limited office attendance.
• Full‑time employment.
• Monthly salary between ₱50,000 and ₱60,000.