AU Financial Paraplanner — SOA/ROA Specialist

ConnectOS

Philippines

Remote

PHP 480,000 - 720,000

Full time

5 days ago

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Job summary

ConnectOS is seeking a skilled paraplanner in the Philippines to support Australian financial planning. You will craft audit-ready SOAs/ROAs, convert strategy into client-friendly narratives, and ensure accuracy and AU compliance in disclosures.

Responsibilities include calling providers to verify fees, comparing platforms, maintaining templates, and collaborating across advice and ops teams. This is a 6–12 month full-time freelance engagement with potential transition to full-time based on

Qualifications

Demonstrated experience in Australian financial planning/paraplanning.
Proficiency with Plutosoft, Xplan/AdviserLogic/Midwinter and CRM platforms; strong Excel/Sheets.
Impeccable data accuracy, file notes, and record-keeping.
Excellent written English.
RG146 certification is preferred but not required.

Responsibilities

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