Paraplanner

Summary

Join ConnectOS and work for a leading financial services company in New South Wales, specializing in serving medical professionals. This Paraplanner role offers a competitive salary (P55,000 - P85,000 monthly) and a Monday-Friday schedule (9 AM - 6 PM AEST). You will be responsible for various tasks, including data entry, research, document preparation, and collaboration with Authorised Representatives. The ideal candidate possesses 2-3 years of paraplanning or financial advisor compliance experience, proficiency in XPLAN software, and excellent communication skills. Enjoy work-from-home flexibility and benefits such as medical, dental, and life insurance, paid leave, and a financial assistance program. ConnectOS is a certified Great Place to Work and a top-rated Philippines employer.

Requirements

• Must have at least 2-3 years Paraplanning or Financial Adviser compliance is experience
• Proven experience working with financial advisers
• Proficiency with all modules of XPLAN software
• Extensive and current knowledge of Australian Financial Services licensees and their advisers
• Experience with all aspects of Microsoft Office, as well as other relevant software applications
• Excellent verbal and written communication skills
• Strong computer literacy and time management skills
• Ability to work independently, meet deadlines, and adapt to changing conditions
• Capable of presenting to both small and large groups
• Ability to maintain confidentiality, exhibit motivation, and engage effectively with a range of individuals

Responsibilities

• Fact find data entry and collation of client data
• Research and documentation of wealth solutions including Super, Investment, Insurance, Portfolios and complex cashflow modelling scenarios
• Developing and constructing high-quality, compliant financial advice documents and relevant collateral for Authorised Representatives
• Ability to complete insurance needs analysis and Preassessments with Insurers and preparation of insurance quotes
• Ensuring all created documents are accurate, technically sound, and personalized according to legislative requirements and guidelines
• Overseeing advice document requests and collaborating with Authorised Representatives to maintain appropriateness and quality
• Building and maintaining strong professional relationships with Authorised Representatives, representing the company with professionalism
• Supporting the development and enhancement of processes and procedures for Paraplanning functions
• Staying updated on industry rules, legislation, and obligations related to financial planning
• Sourcing and evaluating technical resources and information relevant to financial advice
• Attending industry technical update sessions to remain current on best practices
• Participating in ad hoc projects that enhance team services and support company objectives

Preferred Qualifications

Relevant tertiary qualifications are preferred, along with knowledge of the Australian Financial Services industry

Benefits

• Work from Home
• 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