Paraplanner (AU Financial Industry, WFH)

Salary: P50,000 – P70,000 (Monthly Package)

Schedule: Monday - Friday (7:00 AM to 4:00 PM PHT)

What are we looking for?

Skills Required:

• Bachelor’s degree in a relevant field
• Minimum 5 years' experience in a paraplanning or financial advice support role
• Sound knowledge of Australian financial services, including superannuation, insurance, investments, and regulatory frameworks
• Proficiency in Microsoft Office (Word, Excel, Outlook); exposure to Xplan or CRM platforms is advantageous
• RG146 or a Diploma of Financial Planning
• High ethical standards and attention to client confidentiality
• Prior experience supporting Australian Financial Advisers

Nice to have:

• Software Proficiency

What will you do?

Key Responsibilities

Client Support & Service

• Assist with client onboarding, KYC verification, fact-finding, and collection of personal and financial data
• Build and maintain strong client relationships through responsive and professional service
• Prepare and follow up on meeting notes, summaries, and action items
• Respond to client queries regarding advice documents, implementation status, and general updates

Paraplanning & Advice Preparation

• Conduct research and analysis on superannuation, insurance, investments, tax strategies, and retirement planning
• Prepare compliant and high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and strategy documentation
• Perform insurance needs assessments and liaise with insurers for quotations and pre-assessments
• Model cash flows, insurance cover, and investment performance scenarios using financial planning tools
• Ensure all advice documentation complies with ASIC, FASEA, and internal quality assurance standards

Implementation & Strategy Execution

• Coordinate the implementation of financial strategies, including product applications and transitions
• Support account openings, insurance applications, rollovers, and investment switches
• Track the progress of client strategies and follow up with product providers and clients accordingly

Process Improvement & Compliance

• Maintain and update CRM systems (e.g., Xplan, Plutosoft, Zoho) and ensure client records are compliant and current
• Draft and coordinate compliance documentation including FDSs, ongoing service agreements, and fee consents
• Contribute to refining paraplanning workflows, templates, and internal processes
• Stay current with regulatory changes, product developments, and industry best practices

Join the awesome team and enjoy these benefits & perks:

• WFH
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work Life Balance, and Career growth opportunities

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client based in Australia is a specialized financial planning firm that offers financial advice tailored to individuals with disabilities, chronic health conditions, and their carers. Their mission is to make financial planning accessible to everyone, bridging the gap between the financial and healthcare industries.

#ConnectOSCareers #JoinConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.