Shape the Future of Financial Planning
with VBP
Support financial planners, deliver quality work and grow your career with training and long-term stability.
About the Role
As a Financial Planning Assistant at VBP, you’ll play a key role in helping clients achieve their financial goals. This role combines administrative tasks with preparing quotes and client reports, all while maintaining accuracy and professionalism.
Minimum Requirements:
Please ensure that you meet these requirements before applying:
• At least 2 years in college
• 2 years of work experience
- Summarise client details and update financial planning software
- Prepare product comparison reports and gather portfolio information
- Draft application forms, reports, presentations and templates for client meetings
- Manage submissions and follow up on applications, underwriting and medicals
- Schedule meetings and manage travel itineraries
- Maintain confidentiality and professionalism
- Graduate of any course with a passion for customer service
- At least 2 years in college + 2 years of work experience
- Proficient in Microsoft and Google applications
- Strong communication and research skills
- Ability to multitask and adapt to changing priorities
About the Role
As a Financial Planning Assistant at VBP, you’ll play a key role in helping clients achieve their financial goals. This role combines administrative tasks with preparing quotes and client reports, all while maintaining accuracy and professionalism.
To apply for an FPA role at VBP you need at least 2 years in college + 2 years of work experience.
Key Responsibilities
Summarise client details and update financial planning software
Prepare product comparison reports and gather portfolio information
Draft application forms, reports, presentations and templates for client meetings
Manage submissions and follow up on applications, underwriting and medicals
Schedule meetings and manage travel itineraries
Maintain client confidentiality and professionalism
Skills & Qualifications
Graduate of any course with a passion for customer service
At least 2 years in college + 2 years of work experience
Proficient in Microsoft and Google applications
Strong communication and research skills
Ability to multitask and adapt to changing priorities
Why Join VBP as a
Financial Planning Assistant
Discover the perks that make VBP a place to grow, thrive and enjoy life beyond work.
Fixed Weekday Schedule -
No Night Shifts
2-Week Paid Christmas Break
₱500K HMO + Dental, Optical & Dependent Cover
International Training
and Certification Programs
Build Long-Term Careers
Hybrid Work Setup
What Our Team Has to Say
"VBP's weekday schedule has been key in helping me maintain a healthy work-life balance. The ability to manage my time effectively has kept me productive, without feeling overwhelmed - like hiking/jogging after the work shift, having 6-8 hours of sleep at night and able to hang out with my family and friends during the weekends!"
Marco
Senior Financial Planning Assistant
Frequently Asked Questions
We mainly offer roles in Financial Planning, Bookkeeping, Accounting (Australian-trained), Paraplanning, and Mortgage Broking support. Visit our More Roles page to view current openings.
- Application: Complete the application form on the VBP careers site. If qualified, we’ll schedule a video intro. Expect feedback in 1–3 business days.
- TA Interview: Held via MS Teams. Install the app and ensure a stable connection. Casual attire is fine, just stay professional. We use Topgrading interviews to assess fit and growth potential.
- Exam: Role-based assessments to gauge analytical, tech and communication skills.
- Final Interview: A deeper dive with the hiring manager.
- Reference Check: We verify past performance and conduct a background check.
- Job Offer: We’ll discuss employment details, compensation and benefits.
- Pre-Onboarding: Submit required documents and complete a medical exam.
- Onboarding: Orientation with our L&D team to help you settle in and succeed.
Submit your updated NBI Clearance and photocopies of key documents: Transcript of Records, SSS, PhilHealth, PAG-IBIG and TIN. Include COE, Marriage Certificate and loan certificates if applicable. Fresh grads should start registering early. We’ll assist with TIN processing once hired.
You may re-apply after 3 months if your previous application was unsuccessful.
VBP is an Australian company with operations in the Philippines supporting hundreds of financial services firms in Australia. We provide expert outsourcing solutions, while building lasting careers for our people in Cebu and CDO.
We believe no one should feel left behind in their career. That’s why we offer stability, training and a supportive culture that helps you thrive at every stage of life.
Our main office is at the 17th floor of JEG Tower, Cebu City. We also have offices in Mango Square Mall (Cebu) and Cagayan de Oro (CDO).
At VBP, we exist to empower people and businesses that strive for more. Whether you're building a career or scaling a business, we’re here to help you grow with confidence.
Purpose: To empower people and businesses that strive for more.Promise: A better outsourcing experience.
Beliefs:
- We are open
- We make it matter
- We improve every day
- We celebrate the journey
- We bring the vibe
At VBP, we believe in finding the best fit for your unique strengths. Our Talent Acquisition team practices re-profiling, which means we carefully assess your application and may recommend a role that better matches your skills and aspirations. If a shift in role is suggested, we’ll always check in with you first. Your choice matters.
To keep the process focused and respectful of everyone’s time, we encourage one application per candidate. This helps us support you more effectively and ensures a smoother experience.
Yes. We believe that starting strong begins with feeling supported. Our onboarding experience is designed to welcome you into the VBP community, introduce our culture and systems, and equip you with the tools you need to succeed.
Training may include a mix of virtual and in-person sessions to help you feel confident and connected from day one.
We embrace authenticity. At VBP, there’s no formal dress code. You’re welcome to come as you are.
We trust our people to dress in a way that’s comfortable, respectful, and aligned with our culture of trust and empowerment.
