Financial Planning Assistant

**Salary: P50,000-P60,0000 (Salary Package)

What are we looking for?

Skills Required:**
• Minimum of 2 years of experience in financial planning, paraplanning, or client services roles.
• Strong understanding of Australian financial advice regulations (ASIC, FASEA, FPA, etc.).

• Experience with client onboarding, insurance applications, and platform administration.

• High level of written and verbal communication skills.

• Strong organisational skills and attention to detail.

• Proficiency in Microsoft Office and financial planning tools (e.g., Xplan, Plutosoft, Zoho

CRM).

• Ability to work independently, manage tasks efficiently, and meet deadlines in a remote

setup

What will you do? This role will provide essential support in delivering high-quality financial planning services, including paraplanning duties, client servicing, and administrative support. Working closely with our Financial Planners, you will contribute to the delivery of advice, ensure ongoing compliance, and assist in managing client relationships and operations.

1. Client Servicing:

- Build and maintain strong professional relationships with clients, offering timely and proactive support.

- Assist with client onboarding, including conducting KYC checks and gathering

relevant documentation.

- Respond to client queries regarding financial strategies, product implementation, and general matters.

- Prepare meeting packs, summaries, follow-ups, and other client correspondence.

- Manage and track client service workflows to ensure timely and effective delivery.

- Maintain accurate and up-to-date CRM records across all client touchpoints.

2. Paraplanning:

- Assist in preparing and reviewing compliant financial advice documents (SOAs and ROAs).

- Conduct research and analysis of superannuation, investment, and insurance products.

- Support strategy modelling (e.g. retirement projections, risk needs analysis, cashflow scenarios).

- Collate and analyse client data to support the development of advice strategies.

- Ensure documentation aligns with ASIC regulations, licensee standards, and quality assurance.

3. Implementation Support:

- Coordinate the implementation of approved advice strategies with clients and

product providers.

- Liaise with superannuation funds, insurers, and investment platforms to facilitate transactions.

- Assist in preparing application forms and ensure all relevant paperwork is submitted accurately.

- Track progress of client implementations and maintain service registers and

compliance logs.

4. Administrative Support:

- Maintain client files in accordance with compliance and data retention policies.

- Assist with producing reports, records, and presentation materials for internal and client use.

- Provide general administrative assistance to financial planners, including diary

management, data entry, and system updates.

- Contribute to the creation and documentation of internal processes and

procedures.

5. General Assistance and Development:

- Keep up to date with changes in legislation, compliance, and financial planning best practices.

- Participate in technical training, industry updates, and professional development sessions.

- Provide support to the broader advice team on ad-hoc projects and operational tasks.

Join the awesome team and enjoy these benefits & perks:

• Work from Home
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

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.