Building the Future of My Practice: Why I’m Looking for a Practice Operations Partner

As my financial planning practice continues to expand in Cavite, I am reaching a pivotal moment.

To deliver sophisticated, high-impact strategies for my clients, I am looking to clear the "administrative swamp" by hiring a dedicated partner.

I am officially expanding my search for my core team member: a Practice Operations Manager.

The Opportunity: More Than an Internship

• Direct Mentorship: This is not a clerical role. You will work directly with me and learn the inner workings of an elite financial advisory.

• Professional Foundation: Whether you are a student or a recent graduate (Ages 19–25), this is a chance to build a reputable portfolio before you even enter the broader corporate world.

• High-Level Impact: You will be an architect of our systems and play a significant role in calling key people.

The Ideal Candidate Essence

We are looking for a tech-savvy extrovert who wants to make a name for themselves. Your core traits should include:

• Career-Driven Ambition: You aren't just here to earn a paycheck; you are here to grow your career and your reputation.

• Tech-Fluent: You are highly proficient with computers and digital tools. Mastery of Google Workspace (Docs, Sheets, Drive) is a major bonus.

• Outgoing Personality: You enjoy interacting with people and can maintain a professional, engaging presence with high-net-worth clients.

Our Non-Negotiable Standards (Character over Mood)

To protect the integrity of this practice, we only hire those who embody these five pillars:

• Ownership: You manage outcomes, not just tasks. You follow through to 100% completion without reminders.

• Consistent Communication: We have a zero-tolerance policy for "ghosting." Professional, proactive updates are our daily standard.

• Commitment-Driven: We value professional consistency. You bring your best self to work every day, regardless of personal mood or distractions.

• Detail Obsessed: You understand that in financial planning, precision is everything. You catch the small errors before they reach the client.

• Accountability: You take responsibility for your work. When a mistake happens, you communicate it immediately and bring a solution.

Who This Role Is NOT For

• Individuals looking for "just a job" or passive work.

• Those who struggle with punctuality or meeting digital deadlines.

• Anyone who is unorganized or works only when they "feel like it."

• Individuals who are uncomfortable with the high-stakes, high-confidentiality world of finance.

How to Apply

If you are ready to take ownership of this role and jumpstart your career, please send your CV and a brief cover letter to info@davidangway.com.

Strict Requirement: To prove your attention to detail, you MUST start your application email with the exact phrase: "Attention to Detail is the Foundation of Financial Planning."

Any applications missing this phrase will be automatically disqualified.