Subject Matter Expert

Virtual Business Partners Pty. Ltd.; Cebu City; Hybrid; PHP 1,004,000 - 1,674,000; Full time

Benefits offered by this job

Sign-on bonus

HMO + Dental & Optical

Vacation: 2 weeks

Job summary

Virtual Business Partners Pty. Ltd. is seeking a Subject Matter Expert to ensure high-quality, compliant financial advice delivery by embedding deep technical expertise and QA into the end-to-end process.

The role collaborates with Process Experts across disciplines to bridge knowledge gaps within the frontline, supporting Paraplanners and related roles. A hybrid work setup and ongoing capability uplift are offered.

Qualifications

• Strong understanding of financial advice documents (SoA, RoA) and compliance.
• Ability to review, coach, and uplift frontline teams on technical guidance.
• Experience applying QA controls to ensure accuracy and regulatory alignment.
• Willingness to drive continuous improvement and knowledge sharing.

Responsibilities

• Deliver end-to-end advice support and plan writing.
• Coach frontline teams with feedback and learning recommendations.
• Develop playbooks, guidance notes, and best-practice examples.
• Lead monthly updates on industry funds, regulatory changes, and market trends.
• Support process improvements and risk reduction initiatives.

Skills

Financial advice knowledge

Quality assurance

Coaching ability

Analytical thinking

Automation mindset

Education

MBA or PP/FPA certification

Tools

Xplan or equivalent

Job description

Applications received from July 1 to September 30, 2026, are eligible for a ₱50,000 Sign-On Bonus!

Overview of the role

The Subject Matter Expert role exists toensure high‑quality, compliant, and technically sound advice deliveryby embedding deep technicalexpertiseand quality assurance into the end‑to‑end advice process.

This hybrid roleleveragesthe team’s established experience asProcess Expertsindifferentdisciplines tobridge knowledge and capability gaps within the frontline, particularly forParaplanners,Financial Planning Assistants, Mortgage Broking Assistants, andAccounting Assistant/Bookkeeping Assistant.

Main duties include:

Technical & Quality Assurance(PPs, FPAs, and MBAs)

• Review and vet SOA plans for:
• Technical accuracy
• Compliance with regulatory and internal policy standards
• Alignment to advice strategy and client’s best interests
• Identifytechnical gaps, risks, and improvement opportunities prior toplan completion
• Maintain consistent application of advice frameworks across products and strategies

Bot / AI Integration & Enablement(PPs, FPAs, and MBAs)

• Integrate theAutomationintoquality controlandadvice review process
• Validate bot outputs to ensure:
• Accuracy and relevance of technical guidance
• Alignment with approved advice frameworks
• Provide feedback to continuously improveAutomationeffectiveness
• Educate frontline teams on how to correctlyleveragebot support in advice workflows

Knowledge & Capability Uplift

• Act as a go-to technical escalation point forfrontline teams
• Provide targeted coaching, feedback, and learning recommendations based on review outcomesof output checking(SME support)or plan vetting.
• Contribute to development of technical playbooks, guidance notes, and best‑practice examples
• Continue to deliver monthly ‘All-In’ meetings with PPs, FPAs, and MBAs, focusing on updates to industry funds, regulatory changes, and evolving market trends. This initiative supports capability uplift across the frontline by ensuring teams are equipped with current, relevant information, driving consistency in messaging, improving client outcomes, and proactively addressing knowledge gaps through open discussion and feedback.

Continuous Improvement & Risk Reduction

• Analyzerecurring SOA issues and error trendsthrough the collated report from theService Excellence
• Recommend systemic improvements toadvice processes and existing workflowand report this to QA Tech Assistance Lead and TQM.
• Partner with L&D to strengthen process improvement efforts by integrating SME-driven insights on key opportunity areas, based on validated plans and outcomes derived from hands‑on support to frontline TMs, ensuring targeted closure of skill and knowledge gaps
• Conduct Performance Development Action Plan (PDAP) assessments to evaluate employee capability through assigned tasks and output review. Provide structured feedback to line managers,highlightingperformanceoutcomes,andidentifyingopportunities acrossbehavioural, skill, and process areas. Track and report assessment results, including pass/fail outcomes, progression status, and attrition indicators, to support continuous improvement and risk mitigation.

Universal Assignment Responsibilities

TheSME may be deployed into client or internal assignments to provide hands‑on support. Responsibilities include:

• Delivering end-to‑end advice support, includingplan writing (for those with PP certificate and experience),pre‑and post‑implementation,lodgement, compliance checks,and ad‑hoc tasks
• Adapting to varying client preferences, licensee standards, and operational frameworks
• Collaborating with existing practice team members to ensure seamless service delivery
• Providing ongoing support to shared service channels (including VBP Assist)
• Contributing to process improvement initiatives and documentation based on assignment insights

Technical

• Strong understanding of:
• Financial advice documents (SoA,RoA)
• Compliance and audit standards
• Ability to interpret quality beyond surface‑level errors
• Familiarity with Xplanor equivalent tools
• At least a senior FPA/PP/MBA or has 2 years of experience on the end‑to‑end advice/loanimplementation

Analytical

• Identifypatterns,trends, and rootcauses
• TranslateQA findingsintoclear,actionable insights

Digital / Automation Mindset

• Comfortable working with:
• QA toolsand automation systems
• Structured workflows
• Ability tooperateeffectively in:
• Automation-assisted environments
• Exception‑based processes
• Open tocontinuous changeandprocess improvement

Coaching & Influence

• Provide clear, constructive, and actionablefeedback
• Collaborate withCX and CD
• Competitive salary and performance-based bonus opportunities
• 500K per incident HMO coverage + Dental & Optical benefits
• 2-week paid Christmas vacation
• Referral bonuses
• Opportunities for professional development and career advancement
• Supportive and collaborative work environment
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM