Financial Planning Assistant - Administrator & Implementation

Summary

Join ConnectOS, a top-rated Philippines employer, and contribute to a team that prioritizes understanding each client's unique financial situation and goals. As a Paraplanner, you will play a crucial role in preparing and lodging forms and documentation for various financial products, managing internal databases, and assisting with report generation. You will also be responsible for tracking implementation tasks, drafting client correspondence, and liaising with providers. This role requires a minimum of 5 years of experience in a finance-related business, proficiency in MS Office, and strong communication skills. Prior experience with Paraplanning in Australia is preferred. ConnectOS offers a competitive salary package, comprehensive benefits including medical, dental, and life insurance, paid vacation and sick leave, and opportunities for career growth.

Requirements

• Minimum 5 years’ experience in a finance-related business, completing financial and other administrative tasks
• A background in finance, lending, or a related field
• Proficiency in MS Office
• Strong communication and collaboration skills, especially when working with loan of customers

Responsibilities

• Preparing and lodging forms and documentation for superannuation, investments, insurance, and other financial products as directed
• Tracking implementation tasks and following up on outstanding items
• Managing internal databases and updating client records in line with compliance requirements
• Drafting emails and client correspondence for adviser review
• Assisting with report generation and other general admin tasks
• Liaising with providers or platforms (via email or phone) when necessary
• Ensuring high accuracy and attention to detail in all work submitted
• Supporting other ad hoc tasks as required by the financial planning team

Preferred Qualifications

• Prior experience with Paraplanning in Australia is preferred
• Proficiency in MS Office, Zoho, CRM Zoho Desk, and Plutosoft

Benefits

• WFH
• Medical, Dental Coverage and Life insurance
• 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