Financial Planning Assistant Manager

3 days ago


Manila, National Capital Region, Philippines SMHL Business Inc. Full time

We're seeking an experienced Financial Planning Assistant Manager to join our operations team in Manila. As a key member of our team, you'll play a vital role in ensuring seamless delivery of administration services to our valued Financial Advisors and Client Service Managers based throughout Australia.

The Position:

This exciting role involves providing leadership and guidance to our operations team, while also working closely with our Australian-based teams to ensure seamless delivery of our services.

Key Responsibilities:

  • Lead and guide our operations team to deliver high-quality administration services.
  • Collaborate with our Financial Advisors and Client Service Managers to deliver administration services, including:
    • Updating client records in Xplan
    • Preparing documents, such as client review packs
    • Conducting third-party research
    • Processing advice documents and implementing strategies
    • Completing quality checks on files post-implementation
  • Manage task allocation within Xplan and ensure timely completion of tasks.
  • Provide guidance and support to our operations team.

Requirements:

  • Previous experience in a senior role within the Financial Planning industry is preferred.
  • Proficiency in Microsoft Office Suite, especially Word, Outlook, and Teams.
  • Familiarity with Xplan is advantageous.
  • Excellent leadership and communication skills.
  • Demonstrated organizational and time management skills.
  • Strong attention to detail.


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