Financial Planning Admin Specialist

obs; Makati; Remote; PHP 420,000 - 600,000; Full time

Job summary

obs in Metro Manila seeks a diligent financial planning support administrator to assist a Financial Planner based in Australia. You will handle day-to-day planning administration, prepare for client meetings, coordinate documents, and liaise with clients and third parties to ensure timely outcomes.

The role focuses on maintaining accuracy in Xplan, supporting client reviews, processing accounts payable/receivable with MYOB, and contributing to ongoing professional development.

Qualifications

• 2–3 years experience in a similar financial planning support or administration role.
• Experience with Xplan CRM.
• Experience supporting Financial Planners with administrative and client service tasks.
• Strong attention to detail and a passion for data accuracy.
• Excellent written and verbal communication skills.
• Strong time management and organisational skills.
• A genuine interest in and passion for financial planning.

Responsibilities

• Assist in all aspects of the financial planning administration process, collaborating with a Financial Planner based in Australia.
• Help prepare for client meetings, coordinate documentation, and liaise with clients and third parties to ensure timely outcomes.
• Support and manage the client review process (preparing documents, fee reviews, obtaining reports).
• Provide general administrative support (forms for investments, ROAs/SOAs, and regulatory reporting).
• Process accounts payable/receivable using MYOB and monitor workflows.
• Maintain accurate client records in Xplan (document uploads, data entry, asset pricing updates).
• Assist with drafting Corporate Actions communications for client portfolios.

Skills

Financial planning support

Client service

Attention to detail

Communication skills

Time management

Organisational skills

Interest in FP

Tools

Xplan CRM

Job description

obs in Metro Manila seeks a diligent financial planning support administrator to assist a Financial Planner based in Australia. You will handle day-to-day planning administration, prepare for client meetings, coordinate documents, and liaise with clients and third parties to ensure timely outcomes.

The role focuses on maintaining accuracy in Xplan, supporting client reviews, processing accounts payable/receivable with MYOB, and contributing to ongoing professional development.