Impact-Driven Case Manager — Financial Planning

Aureusfinancial; Philippines; Remote; PHP 781,200 - 837,000; Full time

Benefits offered by this job

Supportive Australian team

Opportunities for growth

Job summary

A growing financial planning firm is seeking a Case Manager based in the Philippines to support advisers and clients. The role involves client communication, preparation of financial documentation, and ensuring compliance. Ideal candidates will have a background in financial planning administration and excellent organizational skills. This position offers a salary of PHP 70,000 to 75,000 per month and opportunities for growth within the company.

Qualifications

• Experience in financial planning administration required.
• Confident in speaking with clients and team members.
• Highly organized with attention to detail.

Responsibilities

• Support financial advisers with client preparation and documentation.
• Communicate directly with Australian clients to address their queries.
• Assist in preparing Statements of Advice and reviews.
• Ensure compliance of files and systems are updated.

Skills

Financial planning administration

Client communication

Organizational skills

Quick learner

Tools

Xplan

Job description

A growing financial planning firm is seeking a Case Manager based in the Philippines to support advisers and clients. The role involves client communication, preparation of financial documentation, and ensuring compliance. Ideal candidates will have a background in financial planning administration and excellent organizational skills. This position offers a salary of PHP 70,000 to 75,000 per month and opportunities for growth within the company.