Remote Financial Planning Admin & Client Service (Cebu-based)

Advice2Talent

Philippines

On-site

PHP 502,000 - 558,000

Full time

1 hour ago

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Job summary

Advice2Talent seeks an experienced Client Service Officer / Financial Planning Administrator to support an Australian financial planning practice. This is a 100% remote role based in Cebu, Philippines, with duties spanning onboarding, reviews, and ongoing client care.

The ideal candidate brings hands-on SOA/ROA processing, CRM management, and proficiency with Xplan or similar platforms. Strong English communication and independent work style are essential for success in this AU market.

Qualifications

Minimum 3 years in a Client Service Officer, Financial Planning Assistant, or Paraplanning Support role in AU financial planning.
Understanding of end-to-end financial planning lifecycle from onboarding to reviews.
Experience preparing/lodging SOA/ROA paperwork and coordinating insurance/investment applications.

Responsibilities

Create and maintain accurate client records in CRM systems from introduction and discovery calls.
Set up digital fact-finding through platforms such as MyProsperity.
Prepare Discovery Presentations, portfolio reports, and product comparison research for SOA/ROA prep.
Coordinate implementation by liaising with clients and providers, lodging applications, and following up until policies or investments are in force.
Process insurance alterations and monitor client timelines for 6/12-month reviews.