Financial Planning Assistant

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work certified company, and contribute to a team providing holistic financial planning services. This role involves supporting financial advisors with tasks such as data entry, client assistance, and document preparation related to wealth solutions. You will assist in developing compliant financial advice documents, perform insurance evaluations, and contribute to process refinement. The position offers a competitive salary, benefits including medical, dental, and life insurance, paid time off, and work-from-home flexibility. ConnectOS prioritizes work-life balance and career growth opportunities.

Requirements

• Proven experience working with Australian financial advisers
• Familiarity/ Knowledge of Australian Financial Services and their advisers

Responsibilities

• Fact find data entry, collation of client data, client assistance
• Engage in research and the preparation of documentation related to wealth solutions, which includes Superannuation, Investment strategies, Insurance products, Portfolio management, and cash flow modeling scenarios
• Assist in developing and constructing high-quality, compliant financial advice documents
• Perform insurance needs evaluations and pre-assessments with insurance providers, along with the preparation of insurance quotations
• Contribute to the development and refinement of processes and procedures for Paraplanning activities and keep up-to-date regulations, laws, and responsibilities associated with financial planning is essential
• Participating in ad hoc projects that enhance team services and support company objectives

Preferred Qualifications

• Proven experience working on KYC’s, client onboarding, insurance applications and opening accounts preferred
• Prior experience in Paraplanning or Financial Adviser compliance is preferred
• Proficiency with Xplan, Plutosoft, Zoho other CRM software preferred

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