PRACTICE TEAM LEADER | Fixed Dayshift and Weekends Off! (#0027)

Qwrk; Cebu City; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Fixed Day Shift

HMO coverage from Day 1

2‑week Christmas break

Job summary

Qwrk Outsourcing in Cebu City is seeking a Practice Team Leader to guide the Philippines-based administration team, delivering high-quality client service and efficient operations across the practice.

You will oversee workflow, onboarding, coaching, and KPI development while maintaining data integrity in systems like Xplan and Fin365. Strong leadership and communication are essential to drive performance and service excellence.

Qualifications

• At least 3 years of Financial Planning Administration/Client Services Officer experience.
• At least 3 years of advice implementation experience.
• At least 3 years of leadership/supervisory experience.
• Refined communication and coaching skills.
• Degree qualified: BSBA in Financial Management or equivalent.

Responsibilities

• Lead, mentor, and support the Philippines based administration team to deliver high-quality client service and operational excellence.
• Monitor workflow allocation, capacity, and turnaround times to ensure service standards are met.
• Assist with training, onboarding, coaching, and ongoing development of team members.
• Step into operational and administrative functions as required to support the team.
• Foster a positive, collaborative, and accountable team culture aligned with the values of the practice and Qwrk.
• Develop onboarding programs for FPAs and deliver compliance and workflow training.
• Run training sessions for FPAs and Administrative Assistants and standardize procedures.
• Design KPIs for productivity, compliance accuracy, and lodgment quality.
• Oversee data entry and maintenance across Xplan/IFF, Fin365, and related systems.
• Prepare client reports and ensure timely lodgements.

Skills

Leadership

FP Admin

Client Service

Training

Coaching

Workflow Oversight

Education

BSBA in Financial Management

Tools

Xplan

Fin365

IFF

Job description

WHEN WAS THE LAST TIME YOU HAD FUN AT WORK?

If you're a talented individual who loves challenges, be part of our growing team as aPractice Team Leader now!

What's in it for me?

• Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break
• Be part of a Young, Motivated and Agile company
• Grow! Learn! Guide! While having FUN!

What does this role entail?

The purpose of this role is to lead, support, and develop the administration team to deliver a consistently high standard of client service and operational support across the practice.

This role is responsible for overseeing workflow management, service delivery, and Philippines based team performance to ensure advice and review processes are completed efficiently, accurately, and within agreed timeframes.

What are the proficiencies expected of me?

• At least 3 years of Financial Planning Administration/Client Services Officer experience
• At least 3 years of advice implementation experience
• At least 3 years of leadership/supervisory experience
• Refined communication and coaching skills
• Degree qualified: BSBA in Financial Management or equivalent

What are the things expected of me?

Team Leadership & Workflow Oversight

• Lead, mentor, and support the Philippines based administration team to deliver high-quality client service and operational excellence.
• Monitor workflow allocation, capacity, and turnaround times to ensure service standards are met.
• Assist with training, onboarding, coaching, and ongoing development of team members in accordance with Practice needs.
• Step into operational and administrative functions as required to support the team during staff absences, peak periods, or urgent client requests.
• Foster a positive, collaborative, and accountable team culture aligned with the values of the practice and Qwrk.

Onboarding Program & development

• Further develop and deliver a structured onboarding program for new FPAs aligned with practice’s standards.
• Deliver training covering compliance, practical work processes, lodgements, QWRK requirements, and workflow expectations.
• Ensure onboarding materials, checklists, and procedures are updated and standardized.

Training & Standardisation

• Run training sessions for FPAs and Administrative Assistants and maintain consistent procedures across the team (e.g., North reports, templates, workflows).
• Identify gaps in team knowledge and proactively provide learning refreshers.
• Conduct form-preparation debriefs to reinforce learning and ensure new and existing staff understand process requirements.

KPI Framework Development

• Collaborate with management to design measurable, easy‑to‑track KPIs for FPAs.
• Ensure KPIs align with:
  • Productivity and turnaround time
  • Compliance accuracy
  • Lodgment quality and timeliness
  • QWRK‑aligned activity metrics
• Support integration of KPIs with practice’s existing statistics and reporting tools.

Data Entry and Record Management

• Oversee the accuracy and completeness of client data across Xplan/ IFF, Fin365, and associated systems.
• Complete data entry and maintenance activities as required.

Client Service Officer tasks

• Prepare forms, documents and templates with complete accuracy.
• Manage lodgement processes through to completion.
• Prepare client reports, prepare for reviews etc.

For more information about our company, visit our website:

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