Job Opportunity: Paraplanner Support

Employment Type: Part-Time Location Type: Remote Department: Banking & Financial Services Published: 2025-06-16

---

Position Overview

We are seeking a dedicated and skilled individual to join our team as a Paraplanner Support. This role is crucial in assisting our financial planning firm, which specializes in providing tailored advice to individuals with disabilities, chronic health conditions, and their carers. Our mission is to make financial planning accessible to everyone.

---

Salary

• Monthly Package: P25,000 – P35,000

---

Schedule

• Workdays: Monday - Friday
• Work Hours: 7:00 AM to 4:00 PM PHT

---

Requirements

Skills Required:

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

Nice to Have:

• Software Proficiency (specifics not detailed).

---

Responsibilities

Client Administration & Support:

• 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.

Paraplanning Support:

• 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 (training provided).

Team & Process Support:

• 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.

---

Benefits & Perks

• Work From Home (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.

---

About ConnectOS

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice. Our client is an Australian financial planning firm specializing in advice for individuals with disabilities, chronic health conditions, and their carers.

---

Application Instructions

Interested candidates are encouraged to JOIN CONNECTOS NOW!

---

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

---

• Language: English
• Remote: Yes