AI-Driven Practice Manager: Financial Planning & Mortgage

BMG Outsourcing Inc.; Mabalacat; On-site; PHP 750,000 - 1,150,000; Full time

Benefits offered by this job

Laptop + second monitor

Free HMO

Team celebrations and events

Welcome gift on Day 1

Coffee session on Day 1

Company shuttle service

Free meals and snacks

Generous vacation and sick leave

DOLE mandated leaves

Job summary

BMG Outsourcing Inc. is seeking a Practice Manager to lead operations, drive technology evolution, and own the transition to AI tools within our AU financial planning and mortgage broking practice.

You will manage onboarding, SOA/ROA prep, ensure compliance, and optimize the tech stack (Xplan, Worksorted, Marloo). This role requires 5+ years in senior roles and a strong AFSL background.

Qualifications

• 5+ years in Senior Paraplanner/Senior Financial Planning Assistant/Practice Manager/Operations Lead in AU Financial Planning
• Solid understanding of Australian financial planning regulations, AFSL standards, FDS obligations, and SOA/ROA preparation
• Enthusiastic about technology and AI with a drive to implement tools that increase operational efficiency
• Experience in a multi-disciplinary firm combining Financial Planning and Mortgage Broking
• Exposure to SMSF or complex, multi-strategy advice structures
• End-to-end loan administration experience in a mortgage broking context
• Strong proficiency in Xplan (Worksorted, Marloo, or RetireMap highly regarded)
• IRESS XTOOLS (with CRM tool - Xplan) experience
• Hands-on experience implementing AI tools (ChatGPT, Claude, etc.) in a professional services setup
• Excellent written/verbal communication skills and a proactive, problem-solving ownership mindset

Responsibilities

• Oversee day-to-day operations across financial planning and mortgage broking service lines to ensure compliant, high-quality delivery
• Manage end-to-end client onboarding, file administration, and documentation in alignment with AFSL standards
• Actively prepare, review, and finalize Statements of Advice (SOAs) and Records of Advice (ROAs)
• Ensure strict adherence to licensing obligations, FDS tracking, and ongoing review schedules, liaising directly with external compliance consultants
• Own the firm's software stack (Xplan, Worksorted, Marloo) to configure and build best-practice workflows
• Integrate and champion AI tools (e.g., Marloo, ChatGPT, Claude) to automate repeatable tasks, reduce manual effort, and improve document quality
• Automate client communications, data entry, compliance tracking, and reporting pipelines
• Build and document Standard Operating Procedures (SOPs) to facilitate seamless firm scaling
• Deliver an empathetic, exceptional experience when interacting directly with clients
• Maintain strong working relationships with external partners, including lenders, platforms, software vendors, and product providers

Skills

Senior Paraplanner

Operations leadership

Financial Planning

AI adoption

Client onboarding

Tools

Xplan

Worksorted

Marloo

IRESS XTOOLS

Job description

BMG Outsourcing Inc. is seeking a Practice Manager to lead operations, drive technology evolution, and own the transition to AI tools within our AU financial planning and mortgage broking practice.

You will manage onboarding, SOA/ROA prep, ensure compliance, and optimize the tech stack (Xplan, Worksorted, Marloo). This role requires 5+ years in senior roles and a strong AFSL background.