Financial Planning & Analysis Manager
Twin HealthSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
A$30,000 – A$42,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates must possess a Bachelor’s degree in a relevant field and have at least 1-2 years of experience in financial services, administration, or paraplanning support. Proficiency in Microsoft Office (Word, Excel, Outlook) is required, with exposure to Xplan or CRM platforms being advantageous. Candidates should also have RG146 or a Diploma of Financial Planning, and familiarity with software proficiency is considered a plus.
Responsibilities
This role involves client administration and support, including managing onboarding documentation, providing professional communication with clients, assisting with report preparation, and supporting the creation of Statements of Advice and Recommendation Reports. The Junior Paraplanner will also conduct preliminary strategy research, run insurance quotes, liaise with providers, support modelling of client scenarios, maintain CRM systems, assist with operational support, and proactively participate in team meetings and process improvement initiatives.
Skills
Microsoft Office
Xplan
CRM platforms
KYC
Fact finds
Client communication
Report preparation
Paraplanning support
Insurance quotes
Scenario modelling
CRM systems
Workflow tracking
Document formatting
Connectly
AI-powered marketing automation for e-commerce
About Connectly
Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.
San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity
Risks
Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.
Differentiation
Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.
Upsides
Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.
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