Job Description

Cebu City, Philippines | Posted on 06/03/2026

5 ELK is looking for an Advice Technology Support Officer to support its national adviser network.

You’ll be the go-to person for Xplan queries, system guidance, and process support , helping advisers and practices work more efficiently and consistently.

This role is ideal for someone who understands financial planning workflows & enjoys improving how systems are used in practice.

What You’ll Be Doing

  • Provide practical Xplan support (access, workflows, fee structures and service agreement set ups)
  • Troubleshoot system and process issues across the network
  • Perform UAT / release testing for IRESS and related platforms
  • Assess business impact and recommend rollout approach
  • Identify risks, issues, and improvement opportunities
  • Produce weekly efficiency tips for advisers
  • Draft clear, practical communications on system up...

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