Xplan Expert

5 ELK; Philippines; On-site; PHP 420,000 - 660,000; Full time

Benefits offered by this job

HMO from Day 1

Paid leave entitlements

Day shift

Shutdown during holidays

Ongoing training

Team events

Job summary

5 ELK is seeking an Xplan Expert in Cebu to manage and maintain clients' Xplan environments, handling data entry, workflow creation, and template setup. This full-time, on-site role focuses on accuracy, compliance, and efficient Xplan processes.

You will assist financial planners with modeling and strategy inputs, generate reports and advice documents, and collaborate with internal teams and international clients while documenting procedures and proposing system improvements.

Qualifications

• Demonstrated Xplan expertise with data management and workflow setup.
• Experience in financial planning or professional services with compliance knowledge.
• Strong analytical and detail-oriented approach to client data and documents.

Responsibilities

• Manage and maintain clients' Xplan environments and data entry.
• Create workflows and configure templates and reports.
• Support financial planners with modeling inputs and strategy guidance.
• Document procedures and suggest system improvements for best practices.

Skills

Xplan expertise

Data management

Workflow configuration

Template setup

Advice processes

Education

Finance/Accounting related degree

Tools

CRM systems

Cloud platforms

Spreadsheets

Word processing

Job description

A bit about us:

5 ELK provides specialized offshoring solutions for financial planning firms and professional services seeking scale, growth, and improved profitability. The company focuses on removing operational burdens so clients can prioritize high-value advisory work and business development. By delivering efficient support services, 5 ELK helps firms save time, reduce costs, and streamline processes. This enables clients to strengthen strategic advice partnerships, enhance client relationships, and focus on growing their businesses.

Here's the role:

The Xplan Expert role at 5 ELK is a full-time, on-site position based in Cebu. The Xplan Expert will manage and maintain clients’ Xplan environments, including data entry, workflow creation and management, template setup, and ongoing system configuration. The role involves preparing and updating client records, generating reports and advice documents, supporting financial planners with modeling and strategy inputs, and troubleshooting Xplan-related issues. The Xplan Expert will collaborate closely with internal teams and client stakeholders to ensure accuracy, compliance, and efficiency in all Xplan processes. The position also includes documenting procedures, suggesting system improvements, and providing guidance on best practices for using Xplan in financial planning operations.

The successful candidate will have:

• Demonstrated expertise in Xplan, including data management, workflow configuration, and template/report setup.
• Experience supporting financial planning or professional services firms, with an understanding of advice processes and compliance requirements.
• Strong analytical and problem-solving skills, with attention to detail and accuracy in handling client information and documentation.
• Proficiency in office productivity tools (e.g., spreadsheets, word processing, CRM systems) and comfort working with cloud-based platforms.
• Effective written and verbal communication skills, with the ability to collaborate with both local colleagues and international clients.
• Ability to work on-site in Cebu, manage multiple tasks, and meet deadlines in a fast-paced, service-oriented environment.
• Relevant educational background in finance, accounting, business, information systems, or a related field is preferred.
• Prior experience in offshore or BPO settings and familiarity with Australian financial planning practices are advantageous.

We are a growing business who values our people. This is a place you can be yourself, grow your career, learn, laugh & love your work.

You can expect:

• Competitive salary package
• HMO from Day 1 for you and one dependent
• Paid leave entitlements
• Day shift
• Christmas and New Year shutdown
• Ongoing training and exposure to Australian financial services
• Fun team events and a positive, supportive culture