What you must learn.

We hate the word "Shift"

We hate the word “shift”. At VBP there is no such thing as a “shift”. You work during the day, Monday to Friday, like regular employees do.

Clients are not Customers

A customer is simply a recipient of products or services. A client is engaged in a more qualitative relationship. We build solid and long term relationships with our dedicated clients, not deal with thousands of frustrated customers!

Everyone’s Opinions Matter

This is not a job where you come to work to get told what to do or say. Scripts? Definitely not! Here, you’ll be challenged to help clients find better ways and improve processes, and be a part of our business growth.

Our 8 Core Values

Benefits & Perks

Dayshift with competitive compensation package

30 days annual leave per annum

Paid 2 week Christmas vacation

Weekends off

HMO coverage

Salary incremental increases in the first year

Extensive training (including Personal Development)

Free breakfast

Unlimited coffee

Relaxed dress code

Emergency onsite childcare

Standard employment benefits

Interest-free company loans

Great clients and wonderful team

Lots of career growth opportunities as company is expanding rapidly

A sneak peek into working at VBP

Start your career now!

VBP is an outsourcing company specializing in financial services that provides support to Australian clients across a wide and varied range of back office tasks. Our unique culture and work environment has made us a highly desirable place to work in Cebu.

VBP Insider

VBP Insiders are simply people who might want to work for VBP someday… now, tomorrow or sometime down the road.

It’s like a special membership for people who want to stay in touch with us, learn more about our culture, know what’s happening at our company, get special insider perspectives and receive-specific updates from the areas you’re most interested in.

There is no better way to stay in-the-know and for us to get to know each other than by becoming an Insider.

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Financial Planning Assistant

JOB DESCRIPTION

We are looking for energetic, organized and client-focused people to join our team. The overall objective as an Financial Planning Assistant (FPA) is to become indispensable to our clients by providing them with high-quality work by paying close attention to detail, providing a quick turnaround for completion of tasks and being proactive and responsive to client requirements.

Responsibilities include but are not limited to the following:

Setup client files and adding client data to the financial planning software
Prepare forms, documents, templates
Type up client questionnaires
Prepare portfolio reports
Prepare product comparison reports. This requires emails, phoning insurance and investment companies and get specific client portfolio information
Prepare insurance premium estimates and quotes using specific software
Prepare PowerPoint and Mindmap presentations
Prepare application forms
Submit application forms and follow up applications, insurance underwriting, medicals etc.

Other Administrative Tasks:

Clients may also require assistance with other tasks such as:

Download and collate documents and other research
Update and maintain client database
Basic marketing activities (i.e. sending email newsletters, arranging client events)
Managing database in CRM system

Enhance Team and Culture:

Be team oriented and foster that culture with others

Live the VBP values daily, with a focus on continual improvement
WOW internal (teammates) and external (clients) while building and fostering solid relationships
Focus on the win/win, and always try to understand perspectives that are different than your own

What you need to bring to the table

An awesome work ethic and attitude
Must pass a written and Oral English exam
Has Business related certificate, degree or further education
Has customer service experience
Office administration and clerical work
Basic to intermediate MS Outlook, Excel, Word and PowerPoint knowledge

fresh graduate

with experience

Financial Strategist (Paraplanner)

JOB DESCRIPTION

This full-time position suits someone with a good analytical mind and great attention to detail. Engineering and Accounting background would ideal. This is your opportunity to be the ‘Fountain of all Knowledge’—to be revered and respected for the knowledge you will possess. In this role, you will be able to crunch numbers and analyze tax laws and legislation to come up with strategies to help clients maximize wealth, reduce tax and plan for the future.

Do you love finding the answers to complex questions that have variable options or scenarios and require detailed analysis, research and assessment?
Do you have a thirst for learning?
Do you want to work with a team of highly intellectual yet cheerful people who take a surprising amount of joy from working on deadlines and improving systems to karaoke contests and themed parties?
Are you meticulous (to the point of being fanatical) about grammar, punctuation and correct document formatting?
Do you never want to work a tiring night or weekend shift ever again?

Then you will be keen to learn what we have installed for you! But first, we know what you’re thinking… What is a paraplanner and what do they do? A paraplanner is a person who works with a Financial Planner and completes a number of non-client-facing tasks involved in preparing a Financial Plan/ Strategy for a client. Initially, you will be employed as a Paraplanning Assistant/ Compliance Checker working with our experienced team of Paraplanners to provide quality checking of strategy documents and to assist them in their role as you learn the ropes. You will then have the opportunity to move into the paraplanning role and will be responsible for the provision of strategic input to produce financial plans using financial planning software.

The Core financial planning skills that are required are:

Excellent report-writing skills
High attention to detail
Ability to analyze data and run scenarios
Good understanding of compliance issues
Above average time management skills
Advanced understanding of Word and Excel software
Excellent interpersonal and IT skills

We are looking for a group of bright and talented people who are willing to undergo an intensive training and education program that we will provide. Being a Paraplanner requires a formal Australian accreditation.

What you need to bring to the table:

Degree in Accounting/Engineering/ Finance/ Commerce (highly regarded)
Experience in doing process audits or compliance checking
Demonstrate from your prior experience your ability to meet and exceed individual productivity targets while ensuring service standards are met
Experience preparing documents or reports
Ability to interact (both verbally and written form) effectively with clients (planners from the land down under)
Experience with and good working knowledge of various tax structure (highly regarded)
Experience in using financial planning software (highly regarded)
Ability to be cool under pressure, warm with your colleagues and able to think on your feet.

fresh graduate

with experience

Talent Acquisition Officer

JOB DESCRIPTION

We are looking for a Talent Acquisition Officer who loves to meet people from all walks of life. An extrovert who can work with minimum supervision in a culture-led organization. You will be sourcing candidates through various recruitment channels, planning interviews and selection procedures, participating in career events and creating new partnerships with universities and associations. You will be the “face” of VBP.

Responsibilities include but are not limited to the following:

Promoting a strong employer brand
Partner with hiring managers to identify recruitment needs
Ensure efficiency on recruitment process
Full cycle recruitment & selection process using the Topgrading methodology
Sources and attracts candidates through talent databank, social media, field recruitment and school partnerships
Takes direction from Head of People and Culture on recruitment needs
Conduct screening methods prior to candidate endorsement including initial phone interview, face to face interviews, and administration of testing materials
Creative and proactive
Ability to work in a fast paced KPO en

What you need to bring to the table

At least 2 years of experience in recruitment function
Graduate of Bachelor’s Degree in Human Resources, Psychology or Business Administration Management
Strong experience in competency-based interviewing
Up-to-date with advancements in office gadgets and applications
Ability to multitask and prioritize daily workload
Excellent communication skills (written & spoken)
Willing to work during normal day hours
Willing to be assigned in Cebu
Must be available to start as soon as possible

fresh graduate

with experience

Data Entry & Research Analyst

JOB DESCRIPTION

This position has an important role in supporting our clients with their overall financial advice process and other applicable business support tasks. The overall objective as a Data Entry and Research Analyst is to become indispensable to our clients by providing the clients with high-quality work by paying close attention to detail, providing a quick turnaround for completion of tasks and being proactive and responsive to client requirements.

Responsibilities include but are not limited to the following:

Financial Advice Process

Setup client files
Book appointments
Prepare forms, documents, templates etc. for client meetings
Conduct online fund research
Generate and summarize financial planning reports
Prepare application forms
Download product documents
Schedule ongoing services
Assist in marketing

Enhance Team and Culture:

Live the VBP values daily, with a focus on continual improvement
WOW internal (teammates) and external (clients) while building and fostering solid relationships
Focus on the win/win, and always try to understand perspectives that are different than your own

What you need to bring to the table:

An awesome work ethic and attitude
Must pass all exams
Has IT or accounting related certificate, degree or further education
Office administration and clerical work experience is a plus

Fresh Graduate

With experience

Executive Assistant

Do you enjoy working on a wide variety of duties or tasks? Are you skilled at juggling a varied workload? Do you have a natural flair for multitasking? Do you have impeccable organizational skills and excellent attention to detail? If you answered YES to all of them, then this job opportunity is for you!

JOB DESCRIPTION

It’s an amazing job for an amazingly special person. This position handles communication, makes the scheduling, and takes care of other administrative tasks on the Executive’s behalf. Applicants must be degree holders for Business Studies, Administration, Management, or the equivalent with a working experience in the related field for at least a year. This is a great opportunity to work with a company with diversity, in terms of culture, and to support VBP in achieving its vision in the future. Through this role, you will become part of the company’s greatest goal of being the Philippine’s best place to work with.

Responsibilities include but are not limited to the following:

Maintains the Executive’s calendar of activities and coordinates/arranges meetings and conferences.
Reads, screens, and analyzes incoming documents, emails and calls to determine their significance and plan its distribution.
Proof reading documents and proposals.
Acts as liaison between the Executive and others by transmitting instructions and assignments and following up of results.
In charge of setup, coordination and processing of check requisition request for confidential documents.
Keeps and maintains the filing of important documents of the Executive.
Performs general clerical duties for the Executive to include, among others, booking and confirming flights.
Collects month-end reports of each department for submission to the Executive.
Facilitates the schedule for the use of the conference rooms/meeting rooms.
Coordinates with peers and other departments to endure adherence and compliance to business processes.
Represents the executive by attending meetings in the executive’s absence; speaking for the executive.
Welcomes guests and clients by greeting them, in person or on the telephone; answering or directing inquiries.
Secures information by completing data base backups.
Follow up action plans for team members on behalf of Execute.

To be successful in this role you will need the following:

Must have at least 1 year Executive Assistant experience
Excellent knowledge of MS Office
Proficiency in English
Exemplary planning and time management skills
Up-to-date with advancements in office gadgets and applications
Ability to multitask and prioritize daily workload
High level verbal and written communications skills
Discretion and confidentiality

fresh graduate

with experience

Client Service Manager

Thank you for checking out but this job is currently unavailable.

VBP Insider

VBP Insiders are simply people who might want to work for VBP someday… now, tomorrow or sometime down the road.

There is no better way to stay in-the-know and for us to get to know each other than by becoming an Insider.

I.T. Support

Thank you for checking out but this job is currently unavailable.

VBP Insider

VBP Insiders are simply people who might want to work for VBP someday… now, tomorrow or sometime down the road.

There is no better way to stay in-the-know and for us to get to know each other than by becoming an Insider.

What you must learn.

We hate the word "Shift"

Clients are not Customers

Everyone’s Opinions Matter

Our 8 Core Values

Benefits & Perks

A sneak peek into working at VBP

Start your career now!

Financial Planning Assistant

Financial Strategist (Paraplanning)

Talent Acquisition Officer

Data Entry & Research Analyst

Executive Assistant

Client Service Manager

I.T. Support

VBP Insider

Navigation

Financial Planning Assistant

JOB DESCRIPTION

Responsibilities include but are not limited to the following:

Other Administrative Tasks:

Enhance Team and Culture:

What you need to bring to the table

Financial Strategist (Paraplanner)

JOB DESCRIPTION

The Core financial planning skills that are required are:

What you need to bring to the table:

Talent Acquisition Officer

JOB DESCRIPTION

Responsibilities include but are not limited to the following:

What you need to bring to the table

Data Entry & Research Analyst

JOB DESCRIPTION

Responsibilities include but are not limited to the following:

What you need to bring to the table:

Executive Assistant

JOB DESCRIPTION

Responsibilities include but are not limited to the following:

To be successful in this role you will need the following:

Client Service Manager

Thank you for checking out but this job is currently unavailable.

VBP Insider

I.T. Support

Thank you for checking out but this job is currently unavailable.

VBP Insider