Paraplanner

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work-certified company, as a financial planner. This role involves preparing compliant Statements of Advice, managing client documentation, updating client records, and performing various administrative tasks. The position requires a Bachelor's degree, at least four years of Australian financial planning and superannuation experience, and familiarity with relevant software and regulations. Enjoy work-from-home flexibility and benefits including medical, dental, and life insurance, paid time off, a competitive salary, and various other perks.

Requirements

• Bachelor's Degree holder of any related course in Commerce or Financial
• At least 4 years previous experience working in Australian financial planning and superannuation
• CRM/ Work Flow tool experience
• Australian tax and Superannuation experience

Responsibilities

• Preparing compliant, personalised Statements of Advice at a quality level for new and existing clients
• Preparation of documents, reports and forms for client meetings
• Updating Xplan
• Monitor and record the advice process, documentation and record keeping to ensure compliance with standards and regulations (eg Record Keeping, FDS and Service Agreements, File notes etc)
• Update and maintain the client Work in Progress
• Reconcile fees and commissions
• Other administrative tasks to support organization and their clients

Preferred Qualifications

• SMSF, SOA Preparation and Client Facing experience
• Attention to detail and multitask
• Proactive

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