Senior Xplan Financial Planning Specialist

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 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.