Senior Client Service Administrator – Xplan Specialist

SMHL Business Inc.; Philippines; Hybrid; PHP 700,000 - 1,000,000; Full time

Job summary

Viridian Advisory is seeking Senior Client Service Administrators to support Australian Financial Planners from our Manila office. The role focuses on Xplan-driven administration, client documentation, and coordination with Australian advisors.

This is a full-time position with a clear path to contribute to growth as our Manila office expands. We value experience in AU financial planning, Life Insurance, and familiarity with Xplan; strong communication and organisation are essential.

Qualifications

• Minimum 2 years’ experience supporting AU Financial Planning practice.
• Xplan experience is essential.
• AU Life Insurance experience (Life/TPD/IP/Trauma) is highly regarded.
• Knowledge of Australian investment platforms Panorama/HUB24/Netwealth/Macquarie, etc.
• Knowledge of SMSF, Companies and Trusts.
• Proficiency in Microsoft Office Suite (Word/Outlook/Teams).
• Excellent communication and organisational skills.
• Business degree in Commerce/Finance/Accounting is highly regarded.

Responsibilities

• Collaborate with Australian-based Financial Advisors and Client Service Managers to deliver administration services.
• Update client records accurately in Xplan and prepare documents (client review packs, Fee Consent forms).
• Perform third-party research and establish entities in Xplan (SMSF, Companies, Trusts).
• Complete and process Advice Documents and implement advice strategies.
• Complete File Hygiene quality checks post-implementation.
• Proactively manage task allocation within Xplan and ensure timely completion.
• Respond to requests from Advisors/CSMs and maintain organized files in Xplan.
• Comply with financial services compliance standards in Australia.

Skills

AU Financial Planning experience

Communication skills

Organisational skills

Education

Commerce/Finance/Accounting degree

Tools

Xplan

MS Office

Job description

Viridian Advisory is seeking Senior Client Service Administrators to support Australian Financial Planners from our Manila office. The role focuses on Xplan-driven administration, client documentation, and coordination with Australian advisors.

This is a full-time position with a clear path to contribute to growth as our Manila office expands. We value experience in AU financial planning, Life Insurance, and familiarity with Xplan; strong communication and organisation are essential.