Connectly

Paraplanner (AU Financial, WFH)

Philippines

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Wealth ManagementIndustries

Requirements

Candidates must hold a Bachelor's degree in a related field such as Commerce or Finance, and possess at least four years of prior experience in Australian financial planning and superannuation, including SMSF, SOA preparation, and client-facing interactions. Experience with CRM/Workflow tools and Australian tax and Superannuation regulations is preferred.

Responsibilities

The Paraplanner will be responsible for preparing compliant, personalized Statements of Advice for clients, preparing documents, reports, and forms for client meetings, updating the Xplan system, monitoring and recording the advice process, documentation, and record keeping to ensure compliance, updating and maintaining the client Work in Progress, and reconciling fees and commissions. Additionally, the role involves performing other administrative tasks to support the organization and its clients.

Skills

Australian financial planning
Superannuation SMSF
SOA Preparation
CRM
Workflow tools
Australian tax
Client communication
Attention to detail
Multitasking
Proactive approach

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.

Key Metrics

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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