Financial Planning Assistant | TOA GLOBAL

Financial Planning Assistant

TOA Global Job LocationClark, Pampanga Office | Full-Time Position


Key Responsibilities:

  • Managing cash flow risks through sound risk management and insurance techniques
  • Planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending, including managing for risk-adjusted returns and to deal with inflation
  • Planning to ensure financial independence at retirement
  • Planning for the reduction of tax liabilities and the freeing-up of cash flows for other purposes
  • Planning for the creation, accumulation, conservation and distribution of assets
  • Maintaining and enhancing personal cash flows through debt and lifestyle management


To be considered for this role, you will need to be:

  • Graduate of Accountancy or any related course
  • With at least 2-3 years working experience and up
  • Exposure in the insurance industry
  • With excellent English Communication skills
  • Good attention to details
  • Preferably with high level skills for MS Office (Excel and Word) and the accounting software XPlan, Xero, MYOB & Workflowmax

Applications will only be considered from those who meet the minimum requirements of the role. If you are confident you have the experience and qualities we are looking for and want to work with a progressive firm that supports professional growth, development and work-life balance, in return for commitment and team work, then please apply now.

Only those selected for an interview will be contacted, therefore we thank all applicants in advance.