Freelance Financial Paraplanner

2 weeks ago

Metro Manila Philippines ConnectOS Full time

We are seeking a skilled Paraplanner to join our team. The ideal candidate will have demonstrated experience in Australian financial planning/paraplanning and proficiency using financial platforms such as Plutosoft, CRM, Xplan/AdviserLogic/Midwinter, as well as strong Excel/Sheets skills.

  • Essential: Demonstrated experience in Australian financial planning/paraplanning
  • Proficiency using any financial platform such as Plutosoft, CRM, Xplan/AdviserLogic/Midwinter; strong Excel/Sheets
  • Impeccable data accuracy, file notes, and record-keeping
  • Team player: proactive, comfortable making calls, deadline/KPI-reliable
  • Nice to have: RG146 (preferred, not required)
  • Excellent written English

The successful candidate will be responsible for crafting audit-ready SOAs/ROAs, turning strategy into client-friendly narratives, calling providers to verify fees/features, comparing platforms, and collaborating with teammates.

  • Craft audit-ready SOAs/ROAs with accurate, traceable calculations
  • Turn strategy into client-friendly narratives that meet AU compliance and disclosure standards
  • Call providers to verify fees/features and capture disclosures precisely
  • Compare platforms; document fee/feature/performance rationale
  • Collaborate across advice and operations; step in to help teammates and close loops
  • Maintain templates/SOPs to lift first-pass rate and reduce TAT

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice. We specialize in crafting personalized insurance solutions that respect unique health needs and circumstances.

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.

Job Details
  • Seniority level: Entry level
  • Employment type: Contract
  • Job function: Finance and Sales
  • Industries: Outsourcing and Offshoring Consulting
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