AU Financial Planning Manager | Day 1 HMO & Leave Credits

Collective Outsourcing, Inc.; Cebu City; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Full government benefits

13th month pay

Leave allowances

Job summary

Collective Outsourcing, Inc. is seeking a Financial Planning Team Leader to guide an offshore FP admin and paraplanning unit from our Cebu IT Park office.

You will manage back-office workflow, act as a Subject Matter Expert, and coach the team to deliver accurate, timely results. The role requires 3–4 years of Australian financial planning experience, strong communication and emotional intelligence, and the ability to spot gaps and implement improvements.

Qualifications

• Experience leading an offshore FP admin and paraplanning team.
• Proven ability to manage back-office workflow and ensure task quality.
• Strong communication and emotional intelligence required.

Responsibilities

• Manage all back-office workflow.
• Act as Subject Matter Expert for FP processes.
• Coach and train team members as needed.
• Perform high-level end-to-end implementation tasks.

Skills

Team leadership

Back-office management

Coaching & training

Xplan proficiency

Education

Australian financial planning experience (3–4 yrs)

Paraplanning experience (preferred)

Tools

Xplan

Job description

Financial Planning Team Leader

Our client is a multi-faceted full service Financial Planning firm with 4 offices in Victoria and Tasmania.

Their priority is the client relationship, allowing them to provide comprehensive advice to their clients throughout all life stages.

Their current team is an eclectic mix of Australian and Philippines professionals, and the team is growing! They have grown to a size where they are seeking an experienced Team Leader to take on the following duties.

• Manage all back-office workflow
• Subject Matter Expert
• Coaching and Training where required
• Perform high level end-to-end implementation tasks

To be considered for this role, you must have experience in the following areas:

Team Leader

• You have at least 2 years' experience leading an offshore FP admin and paraplanning team.
• Your experience extends to managing all back-office workflow, including creating tasks, allocation, quality checking, and ongoing management to ensure all tasks are managed smoothly.
• You have highly developed communication and emotional intelligence skills.
• You will provided training and support to the team when required.
• You can see gaps in information, you are resourceful and your attention to detail is exceptional

Subject Matter Expert

• You possess a high level of knowledge in AU Financial Planning concepts, strategies for individuals, SMSFs, family trusts, and companies.
• A minimum of 3-4 years of Australian financial planning experience is required for this position. International experience from other jurisdictions will not be considered.
• Paraplanning experience is strongly preferred and will significantly enhance your application.
• You will be the go-to person for all process and technical questions that arise from the admin team.

Administration Tasks

You have extensive experience with:

• End to end implementation, including super, pension and ordinary investments for clients, companies, SMSFs and trusts.
• Terms of Engagement, Ongoing Service. Fee Consent and Fixed Term Agreements
• Review Packs Preparation
• Manage and Book Client Review Meetings

Software

• Advanced level proficiency for Xplan, meaning regular daily use with the ability to use tasks, threads, data feeds and update all areas of Client Focus.

Work Environment

• You will be provided with new and secure equipment
• The role is 100% work from office in IT Park Cebu
• Full Gov benefits, allowances and 13th month pay
• 5 SL, 10 VL and 10 leave days for Christmas office shut down