[Remote] Paraplanner (AU Financial Industry, WFH) at Connectly

Philippines

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A$60,000 – A$84,000Compensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Skills

Key technologies and capabilities for this role

Financial PlanningSuperannuationInsuranceInvestmentsRegulatory FrameworksMicrosoft OfficeXplanCRM platformsRG146Diploma of Financial PlanningClient SupportKYCFact-FindingSOAROATax StrategiesRetirement PlanningInsurance Needs AssessmentFinancial ModellingASICFASEA

Questions & Answers

Common questions about this position

What is the salary for the Paraplanner position?

The salary is P50,000 – P70,000 as a monthly package.

Is this Paraplanner role remote?

Yes, the position is fully remote with no office requirements.

What skills are required for the Paraplanner role?

Required skills include a Bachelor’s degree in a relevant field, minimum 5 years of experience in paraplanning or financial advice support, sound knowledge of Australian financial services (superannuation, insurance, investments, regulatory frameworks), proficiency in Microsoft Office, RG146 or Diploma of Financial Planning, and prior experience supporting Australian Financial Advisers.

What is the work schedule for this position?

The schedule is Monday to Friday from 7:00 AM to 4:00 PM PHT.

What makes a strong candidate for this Paraplanner role?

Strong candidates have at least 5 years of paraplanning experience, deep knowledge of Australian financial services including superannuation and regulations, RG146 or Diploma of Financial Planning, proficiency in Microsoft Office, and experience with CRM platforms like Xplan.

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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