Remote Financial Planning Support Specialist - XPLAN

Hunt St
Full-time Cebu City, Central Visayas Finance
Posted:
March 03, 2026
Location:
Cebu City, Central Visayas, Philippines

Job Description

A financial advisory firm is seeking a Financial Planning Support Assistant in the Philippines, with strong experience supporting Australian Financial Advisers. The role involves client management on XPLAN, conducting research on financial products, and maintaining strong communication with clients and advisers. Candidates must have a background in Australian Financial Planning and be proficient in Microsoft Office tools. This is a remote, independent contractor position with competitive compensation and flexibility in the work schedule.
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Job Overview

Job Type: Full-time
Location: Cebu City, Philippines
Posted: March 03, 2026
Deadline: April 12, 2026