Client Services Manager – Financial Planning

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Accurately prepare and maintain client files within CRM systems (e.g., Xplan).

• Organize client documentation and manage fact finds effectively.

• Create comprehensive meeting packs for client appointments.

• Follow up on any outstanding documents and requirements diligently.

• Manage client correspondence in a professional and timely manner.

• Aid in the implementation of advice after the approval of the Statement of Advice (SOA).

• Ensure that all records are compliant and kept up to date.

⛳️ Requirements

• A minimum of 3 years of experience in a Client Services Admin role or a similar position.

• At least 3 years of experience in implementing financial planning strategies.

• Familiarity with CRMs (e.g., Xplan, AdviserLogic, Midwinter, or similar tools).

• Proficient in managing Wrap platform administration (i.e., North and Expand).

• Strong understanding of financial planning processes and related documentation.

• Exceptional written and verbal communication skills in English.

• High attention to detail coupled with strong organizational abilities.

• Capable of managing multiple tasks and meeting deadlines independently.

• Financial Planning or related certifications are highly desirable.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and training.

• Supportive and dynamic work environment.

• Flexible work arrangements to promote work-life balance.