Senior Financial Planning Administrator

Viridian Lending; Taguig; Sur place; PHP 420 000 - 640 000; Plein temps

Résumé du poste

Viridian Advisory in Manila is seeking Senior Financial Planning Administrators to support Australian Advisors and Client Service Managers. This full-time role focuses on Xplan-driven administration, file preparation, and ensuring accurate client records across our Australian offices.

Reporting to the Manila Team Leader, you will handle ad hoc tasks, maintain compliance standards, and contribute to establishing our new Manila office.

Qualifications

• 2+ years’ experience supporting AU financial planning.
• Experience with Xplan is essential.
• AU Life Insurance experience is highly regarded.
• Knowledge of Panorama/HUB24/Netwealth/Macquarie platforms.
• Proficiency in MS Office and document management.
• Strong communication and organizational skills.

Responsabilités

• Updating client records in Xplan.
• Document preparation including client review packs and Fee Consent forms.
• Third party research.
• Establishing Entities in Xplan (SMSF, Companies, Trusts).
• Processing Advice Documents and implementation of advice strategies.
• Completing File Hygiene quality checks on file post implementation.
• Proactively manage task allocation within Xplan.
• Respond to requests from Advisors and CSMs.
• Ensure all files and correspondence are saved in Xplan.
• Comply with Australian financial services compliance standards.

Connaissances

Xplan experience

AU financial planning support

Client records

Documentation

Time management

MS Office

Formation

Business degree in Commerce/Finance

Outils

Panorama

HUB24

Netwealth

Macquarie

Description du poste

Viridian Advisory is seeking Senior Financial Planning Administrator to commence in our 2026 intake. We have multiple positions available for the right candidates in an exciting time for growth for our business as we continue to expand our support of our Australian Financial Planners across our 30 Australian offices. If you are seeking to join a growing organisation with extensive career development opportunities across all facets of the Australian Financial Planning process Viridian Advisory may be your next employer. Salary packages are extremely competitive and aligned to candidate’s experience.

Who We Are:

We are an Australian Financial Services Group with a network of over 100 Financial Advisors spanning across Australia. Driven by the purpose of empowering our clients through expert Financial Advice, our Advisors collaborate to craft tailored strategies for every stage of our clients' lives, covering areas such as wealth and retirement planning, superannuation, self-managed superfunds, cash flow management, insurance, Centrelink, aged care, and estate planning.

The Position:

We are on the lookout for full-time Highly Experienced Financial Planning Administrators (FPAs), to serve as the backbone of support for our valued Financial Advisors and Client Service Managers based throughout Australia.

Based in Manila, the primary responsibility of the FPA role is to complete administrative tasks efficiently, with a specific focus on tasks allocated through Xplan, our financial planning software.

Reporting to the Team Leader, who is also situated in Manila, the FPA will play a crucial part in the growth of our newly established Manila office. Ready to handle occasional ad hoc tasks as needed, this position is vital to ensuring we can serve our clients seamlessly. We're on the lookout for individuals who radiate positivity and are enthusiastic about laying the groundwork for our new office's success.

Responsibilities:

Collaborate closely with our Australian based Financial Advisors and Client Service Managers (CSMs) to deliver administration services such as:

• Updating client records accurately in Xplan
• Document preparation including client review packs and Fee Consent forms
• Third party research
• Establishing Entities in Xplan. i.e. SMSF, Companies and Trusts
• Completing and processing Advice Documents and implementation of advice strategies
• Completing File Hygiene quality checks on file post implementation

Additional role responsibilities:

• Proactively manage task allocation within Xplan and ensure prompt completion of open tasks.
• Respond promptly to requests and queries received from our valued Advisors and/or CSMs.
• Ensure all files, correspondence and other documentation are saved in an organised manner in Xplan.
• Comply with the Company compliance standards and policies relevant to financial services in Australia.

Knowledge, Skills & Experience:

• Min 2 years’ experience supporting and AU Financial Planning practice with a proven track record in completing end to end advice solutions.
• Experience with Xplan is essential.
• AU Life Insurance experience covering Life / TPD / IP and Trauma is highly regarded.
• Knowledge of Australian Investment Platforms Panorama/ HUB 24/ Netwealth / Macquarie etc.
• Knowledge on SMSF. Companies and Trusts are highly regarded.
• Knowledge of Wealth Solver / Risk Researcher are highly regarded
• Proficiency in Microsoft Office Suite, particularly Word, Outlook, and Teams.
• Exceptional communication skills, both written and verbal.
• Demonstrated organisational and time management skills.
• Strong attention to detail.
• Enjoys working in a positive team environment.
• Relevant Business degree in Commerce / Finance and Accounting is highly regarded.