Paraplanner

Summary

Join ConnectOS, a top-rated Philippines employer, and work for their Australian client, a specialized financial planning firm. This paraplanner position offers a competitive salary (P50,000-P70,000 monthly) and a Monday-Friday schedule (7 AM-4 PM PHT). You will support Australian Financial Advisers, assisting with client onboarding, preparing Statements of Advice (SOAs), and implementing financial strategies. The role requires a Bachelor's degree, 5+ years of experience in paraplanning, and knowledge of Australian financial services. RG146 or a Diploma of Financial Planning is also required. Enjoy benefits like work-from-home options, medical/dental/life insurance, paid leave, and more.

Requirements

• Bachelor’s degree in a relevant field
• Minimum 5 years' experience in a paraplanning or financial advice support role
• Sound knowledge of Australian financial services, including superannuation, insurance, investments, and regulatory frameworks
• Proficiency in Microsoft Office (Word, Excel, Outlook); exposure to Xplan or CRM platforms is advantageous
• RG146 or a Diploma of Financial Planning
• High ethical standards and attention to client confidentiality
• Prior experience supporting Australian Financial Advisers

Responsibilities

• Assist with client onboarding, KYC verification, fact-finding, and collection of personal and financial data
• Build and maintain strong client relationships through responsive and professional service
• Prepare and follow up on meeting notes, summaries, and action items
• Respond to client queries regarding advice documents, implementation status, and general updates
• Conduct research and analysis on superannuation, insurance, investments, tax strategies, and retirement planning
• Prepare compliant and high-quality Statements of Advice (SOAs), Records of Advice (ROAs), and strategy documentation
• Perform insurance needs assessments and liaise with insurers for quotations and pre-assessments
• Model cash flows, insurance cover, and investment performance scenarios using financial planning tools
• Ensure all advice documentation complies with ASIC, FASEA, and internal quality assurance standards
• Coordinate the implementation of financial strategies, including product applications and transitions
• Support account openings, insurance applications, rollovers, and investment switches
• Track the progress of client strategies and follow up with product providers and clients accordingly
• Maintain and update CRM systems (e.g., Xplan, Plutosoft, Zoho) and ensure client records are compliant and current
• Draft and coordinate compliance documentation including FDSs, ongoing service agreements, and fee consents
• Contribute to refining paraplanning workflows, templates, and internal processes
• Stay current with regulatory changes, product developments, and industry best practices

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