Assistant / Manager - Australian Process

Job Title: Manager – Australian Process
Organisation: Befree Global through SuperRecords Pty Ltd
Websites: befreeltd.com | superrecords.com.au
Location: Philippines
Work Model: Work from Office (mandatory)
Experience Required: 5+ years
Industry: Financial Planning / Wealth Management Support
Role Type: Client-facing role transitioning into team setup and team management

About the Company

Befree Global, through SuperRecords Pty Ltd, supports more than 700 businesses across Australia, the UK, and the USA. The company offers services in Paraplanning, Mortgage Processing, Bookkeeping, SMSF Compliance, Business Services, and Audit, with a workforce of over 1,500 employees across more than 10 delivery centres in India.

About the Role

The company is looking for an experienced Manager to establish and lead its paraplanning and Virtual Admin operations in the Philippines. This role will be responsible for delivering high-quality financial planning support, managing workflow efficiency, maintaining strong client relationships, and building a capable support team for financial advisers.

Key Responsibilities

Paraplanning and Financial Planning Support

• Provide end-to-end paraplanning administration support, including implementation work, which is mandatory for this role.

• Support financial advisers with high-quality financial planning assistance and related administrative activities.

• Prepare and review Statements of Advice (SoA) and other financial planning documents, where applicable.

• Build strong client relationships and take ownership of service delivery and client retention for assigned accounts.

• Ensure accuracy, compliance, and quality across all paraplanning and administrative deliverables.

CRM and Paraplanning Systems

• Use CRM and paraplanning tools extensively for day-to-day operations.

• Maintain accurate client records, financial strategies, and supporting documentation.

• Manage reporting, workflow tracking, and data updates effectively.

Team Leadership and Development

• Set up and manage the paraplanning team in the Philippines.

• Train, mentor, and support junior paraplanners and administrators.

• Review team output and provide feedback to ensure quality standards are met.

• Develop SOPs and best practices for smooth and scalable operations.

• Build a collaborative and high-performance team culture while working closely with the India operations team.

Required Skills and Experience

Experience

• Minimum 5 years of experience in Australian financial planning support or paraplanning.

• Strong expertise in paraplanning administration, including implementation support.

• Experience working as a Virtual Admin will be an added advantage.

• Proven background in team management, mentoring, and coaching.

• Prior experience in supporting financial advisers is essential.

Soft Skills

• Strong written and verbal communication skills.

• High attention to detail and strong analytical ability.

• Proactive, self-motivated, and organized approach to work.

• Ability to manage multiple tasks and deadlines efficiently.

• Strong leadership and mentoring skills.

Cleaner version for sharing

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Manager – Australian Process
Location: Philippines | Work from Office
Experience: 5+ years
Industry: Financial Planning / Wealth Management Support

Befree Global through SuperRecords Pty Ltd is hiring an experienced Manager to lead paraplanning and Virtual Admin operations in the Philippines. The role requires strong experience in Australian paraplanning support, implementation, client handling, workflow management, and team leadership.

Key requirements:

• 5+ years in Australian paraplanning or financial planning support

• Strong paraplanning admin and implementation experience

• Experience supporting financial advisers

• Team management, mentoring, and SOP development experience

• CRM, workflow tracking, and reporting knowledge