Location: Remote | Type: Full-Time | Compensation: Php 80,000 – 90,000
Aureus Financial specializes in helping business owners achieve financial freedom through structured, results-focused advisory programs. Our team is passionate about transforming businesses and the lives of the entrepreneurs who run them.
Are you passionate about delivering exceptional client experiences in the wealth management space? Aureus Financial is seeking a Senior Case Manager to join our dynamic team and play a pivotal role in supporting our financial advisers and delivering outstanding service to our valued clients.
This is a multifaceted position that combines client relationship management with technical paraplanning support, offering the perfect blend of client interaction and behind-the-scenes expertise.
- Client Communication: Be the primary point of contact for client queries and provide proactive, professional service
- File Management: Ensure all client documentation is meticulously maintained in Xplan and Google Drive systems
- Meeting Preparation: Prepare comprehensive documentation packages including Statement of Advice, research documentation, and application forms
- Process Management: Track client document returns, manage service requests, and maintain clean workflow systems
- Compliance Support: Ensure all files meet regulatory standards and support Financial Advisers with compliance requirements
- Strategic Support: Assist in preparing annual client reviews and strategy papers
- Implementation Management: Oversee the advice implementation process and ensure timely completion
- Regulatory Compliance: Track Ongoing Fee Arrangements and ensure all regulatory guidelines are met
- Provider Liaison: Work directly with product providers on insurance applications and superannuation rollovers
- Financial Services Experience: Proven background in financial planning, wealth management, or related field
- Technical Proficiency: Experience with Xplan, financial planning software, and document management systems
- Communication Excellence: Outstanding written and verbal communication skills with clients and team members
- Detail-Oriented: High accuracy in data management (90%+ accuracy required)
- Compliance Mindset: Strong understanding of financial services regulations and compliance requirements
- Proactive Approach: Takes initiative and identifies solutions before problems arise
- Team Player: Thrives in collaborative environments and supports collective goals
- Professional Excellence: Committed to delivering exceptional service and continuous improvement
- Adaptability: Comfortable with changing business demands and workflow processes
- Remote Flexibility: Work from anywhere while being part of a supportive team
- Professional Growth: Ongoing training opportunities to enhance your technical knowledge
- Meaningful Impact: Direct influence on client outcomes and business success
- Collaborative Culture: Join a team that values integrity, respect, and excellence
- Career Development: Clear performance indicators and pathways for advancement
If you’re ready to take your career to the next level with a role that combines technical expertise with exceptional client service, we want to hear from you.
Apply now by sending your resume and a 2 – 3 minute loom video detailing why you are the best fit for this role.
Important: Applications without a video will not be considered. Attention to detail separates the good from the great—show us you’re great from the start.
Aureus Financial is committed to building a diverse and inclusive team. We encourage applications from candidates of all backgrounds.
