Junior Paraplanner & Administrative Assistant

Summary

Join ConnectOS, a top-rated Philippines employer, and work for their Australian client, a specialized financial planning firm. This role offers a competitive salary (P25,000-P35,000 monthly) and benefits including medical, dental, and life insurance, paid leave, and a financial assistance program. The position involves client administration and support, paraplanning support, and team support. Responsibilities include managing client onboarding, preparing reports, assisting with data entry and research, and maintaining CRM systems. The ideal candidate will have a Bachelor's degree, 1-2 years of experience in a relevant field, and proficiency in Microsoft Office and financial planning software.

Requirements

• Bachelor’s degree in a relevant field
• 1–2 years’ experience in financial services, administration, or paraplanning support
• Proficiency in Microsoft Office (Word, Excel, Outlook); exposure to Xplan or CRM platforms is advantageous
• RG146 or a Diploma of Financial Planning

Responsibilities

• Manage onboarding documentation including KYC, fact finds, and file notes
• Provide professional and timely communication with clients, including scheduling and follow-ups
• Assist with the preparation of reports, meeting packs, and compliance documentation
• Assist in collecting and entering client data and conducting preliminary strategy research
• Support the preparation of basic SOAs and ROAs under the supervision of senior team members
• Run insurance quotes, compare products, and liaise with providers for pre-assessments
• Support modelling of client scenarios using internal software (with training provided)
• Maintain CRM systems (Xplan, Plutosoft, Zoho) and ensure client files are accurate and up to date
• Assist with operational support such as workflow tracking, document formatting, and internal reporting
• Proactively participate in team meetings, internal training, and process improvement initiatives

Preferred Qualifications

Software Proficiency

Benefits

• 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