Practice Manager

Start and build your career with BMG Outsourcing – one of the well-respected Australian-owned Outsourcing Companies with offices in Clark and Sydney, providing high-quality services to clients and promising careers to its employees.

We are seeking a dynamic, forward-thinking and experienced Practice Manager who will lead operations and drive this technology evolution alongside client who are ready to invest heavily in process automation, AI-assisted workflows, and a modern tech stack.

This is not a traditional practice manager role. While you will own the day-to-day operations of a busy practice, you will also have a genuine mandate to rethink how we work. You will lead our transition into AI tools, optimize our technology stack, and eliminate manual friction across financial planning and mortgage broking workflows.

The client will migrate the current data they have (from current CRM) to another eventually; you will part of that migration moving forward.

• Schedule: Monday to Friday, 7 AM – 4 PM (PH Time)
• Work Set up: Work-from-Home
• Salary range: PHP 120,000 - 180,000

In this role, you will:

• 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.
• Support client engagement initiatives and practice growth workflows.

We're Looking for Someone Who has:

• At least 5 years in as Senior Paraplanner, Senior Financial Planning Assistant, Practice Manager, or 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.
• Prior experience in a multi-disciplinary firm combining both 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.

Technical Skills:

• Strong proficiency in Xplan (experience with Work sorted, Marloo, or RetireMap is highly regarded).
• IRESS XTOOLS (with CRM tool - Xplan) Experience (comprehensive financial planning and wealth management software for advice practices)
• Hands-on experience implementing AI tools (ChatGPT, Claude, etc.) in a professional services setup.

Non-Negotiables:

• Excellent written/verbal communication skills and a proactive, problem-solving ownership mindset.
• AU experience is a must

Why You’ll Love Working with Us:

Company-provided laptop + second monitor
Free HMO
Monthly Team Gratitude Celebrations, Year-end Party, & Summer Outing.
Welcome gift on Day 1
Coffee session on Day 1 (for hybrid and onsite employees)
Company Shuttle Service
Free Meals and Snacks
Generous vacation days, holidays, and sick leave to help you recharge.
DOLE Mandated Leave (Paternity Leave, Maternity Leave, 7 days SOLO Parent Leave, Magna Carta Leave, etc.)