Paraplanner (AU Financial, WFH)

Position Overview

• Location Type: Remote
• Job Type: Full-time
• Company: ConnectOS
• Industry: Wealth Management
• Description: ConnectOS is a top-rated Philippines employer of choice, certified as a Great Place to Work. They offer investments, insurance, and GICs (Guaranteed Investment Certificates). They provide financial planning and business management services, including investment management, financial planning, and pension consulting, aiming to provide tailored solutions to meet clients' financial needs.

Requirements

• Education: Bachelor's Degree holder in Commerce or a related field.
• Experience:
  • At least 4 years of previous experience in Australian financial planning and superannuation SMSF.
  • SOA Preparation experience.
  • Client-facing experience preferred.
  • CRM/Workflow tool experience.
  • Australian tax and Superannuation experience.
• Skills:
  • Attention to detail and multitasking skills.
  • Proactive approach.

Responsibilities

• Preparing compliant, personalized Statements of Advice.
• 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 (e.g., Record Keeping, FDS and Service Agreements, File notes etc.).
• Updating and maintaining the client Work in Progress.
• Reconciling fees and commissions.
• Performing other administrative tasks to support the organization and its clients.

Additional Details

• Schedule: Monday – Friday (06:00 AM - 03:00 PM Manila Time)
• Language: English
• Department: Banking & Financial Services
• Published: 2025-03-14
• Remote: Yes

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.

Equal Employment Statement

ConnectOS ensures the full confidentiality of the data it processes. Employment decisions 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.

Application Instructions

• Interested candidates should apply through ConnectOS Careers (#ConnectOSCareers #JoinConnectOS).