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 Home
- Medical / Health Insurance
- Paid Sick Leave
- Paid Bereavement/Family Leave
- Paid Vacation Leave
- Maternity & Paternity Leave
- Medical, 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
- Office Address
- Manila, Metro Manila, Philippines