CSO: Australian Financial Planning with Xplan & Intelliflo

Global BPO Solution Ltd.; Madrid; Hybrid; EUR 32,000 - 42,000; Full time

Job summary

Global BPO Solution Ltd. is seeking a detail-oriented Client Service Officer to support Australian financial advisers with client administration, onboarding, and post-advice implementation.

You will work closely with advisers, clients, insurers, and product providers to ensure smooth delivery and timely turnaround of tasks. The role requires 1–2 years in Australian financial planning administration, hands-on Xplan and Intelliflo experience, and excellent English communication.

Qualifications

• 1–2 years of experience in Australian financial planning administration/support.
• Hands-on experience with Xplan is required.
• Hands-on experience with Intelliflo is required.
• Experience supporting Australian financial advisers and/or Australian clients.
• Good understanding of Australian financial planning processes and administration.
• Experience with client reviews, onboarding, or post-advice implementation.
• Insurance administration experience is desirable.
• Strong attention to detail and organisational skills.
• Ability to manage multiple client files, tasks, and deadlines.
• Excellent written and verbal English communication skills.
• Ability to work independently and proactively in a remote environment.

Responsibilities

• Support Australian financial advisers with day-to-day client administration.
• Assist with pre-review preparation and post-advice implementation.
• Coordinate the new client onboarding process, including documentation and client setup.
• Maintain accurate and up-to-date client records in Xplan and Intelliflo.
• Prepare client files, reports, documentation, and information for adviser reviews.
• Assist with processing and coordinating insurance applications.
• Liaise with insurers regarding requirements, information, medicals, underwriting, and status.
• Monitor and follow up on outstanding client and insurance requirements.
• Assist with implementing advice and recommendations after meetings.
• Coordinate with advisers, clients, insurers, product providers, and stakeholders.
• Ensure all client administration tasks are completed accurately within turnaround times.
• Maintain organised and accurate client documentation and records.

Skills

Xplan

Intelliflo

Client administration

Tools

Xplan

Intelliflo

Job description

Global BPO Solution Ltd. is seeking a detail-oriented Client Service Officer to support Australian financial advisers with client administration, onboarding, and post-advice implementation.

You will work closely with advisers, clients, insurers, and product providers to ensure smooth delivery and timely turnaround of tasks. The role requires 1–2 years in Australian financial planning administration, hands-on Xplan and Intelliflo experience, and excellent English communication.