Filta.
Filta.

Practice Manager | Financial Planning  

Filta.

 
  • Manila, Philippines
    Manila, Metro Manila, Philippines
    Manila
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • Full timeFULL_TIME

Expired 3 years ago

2020-11-05T14:00:00+00:00
Job closed.

Job Description

We are looking for a Practice Manager for a financial planning company based in Australia. This is a wonderful opportunity to learn, grow and develop through quality 1 on 1 training with the Owner & Principal who has over 20 years experience.

As a Practice Manager you will act as the main point person for coordinating all files in progress and you understand the importance of good Financial Planning advice and want to ensure clients receive a quality experience.

Responsibilities

  • Coordination of the workflow of the financial planning business in Australia to the electronic copy in DropBox to Xplan
  • Development and discussion of the strategy proposal for the preparation of the advice process
  • Facilitation of the practice compliance processes regarding SOA/ROA documentation
  • Management of clients, 3rd party authority, and active files
  • Other special projects as may be assigned.

Minimum Qualifications

  • 4-5 years' experience in the Australian/American Financial Planning space
  • Outstanding client service skills as you will be calling insurance companies and clients through phone calls and emails.
  • Self-motivated and ability to work autonomously
  • Attention to detail and outstanding time management skills
  • Strong Microsoft office skills.
  • Experience with using Xplan, ACT, or COIN is extremely advantageous

Bonus and Nice to Have

  • RG146
  • Experience as a Paraplanner.

Benefits

On top of being a really cool company and a great place to work, you’ll get the following benefits as part of the Filta Family:

  • Fixed 6:00am to 3:00pm Monday to Friday shift
  • HMO for yourself and one dependent within the first month
  • Birthday paid leave
  • 20 combined SL/VLs per year accrued from day one (you will have 10 accrued once you pass regularisation)
  • 30 minutes early out Fridays (after regularisation, upon completing all your tasks for the week, and if you’re on time during the week)

Interested to join the #FiltaFam? Click the Apply button + Attach your resume + Answer the Questionnaire to be considered.

Perks and Benefits

  • Work from HomeWork from Home
  • Medical / Health InsuranceMedical / Health Insurance
  • Paid Sick LeavePaid Sick Leave
  • Paid Bereavement/Family LeavePaid Bereavement/Family Leave
  • Paid Vacation LeavePaid Vacation Leave
  • Maternity & Paternity LeaveMaternity & Paternity Leave
  • Medical, Prescription, Dental, or Vision PlansMedical, Prescription, Dental, or Vision Plans

Required Skills

  • Analyzing Data
  • Attention to Detail

Jobs Summary

Job Level
Mid-Senior Level / Manager
Job Category
Accounting and Finance
Educational Requirement
Bachelor's degree graduate
0
Office Address
Manila, Metro Manila, Philippines
Industry
Outsourcing / Offshoring
Vacancy
1 opening
Website
http://www.filtaglobal.com/careers

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About Filta.

At Filta, we help small to medium Australian based eCommerce, Development and Design businesses compete in the ever-changing global market by assisting them to build and manage global teams, regardless of whether it’s here in Australia or building offshore resources in the Philippines.

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