AU Financial Paraplanner: SOAs & Compliance Pro

ConnectOS; Philippines; On-site; PHP 300,000 - 600,000; Full time

Job summary

ConnectOS in the Philippines seeks a detail-oriented paraplanner with Australian financial planning experience to join our team. You will craft audit-ready SOAs/ROAs, verify disclosures, and convert strategy into client-friendly narratives that meet AU compliance standards.

Collaborate across advice and operations, call providers to verify fees, and document platform comparisons. Maintain templates and SOPs to lift first-pass rate and reduce turnaround time.

Qualifications

• Experience in Australian financial planning/paraplanning.
• Proficient with financial platforms (Plutosoft, Xplan, AdviserLogic, Midwinter) and Excel/Sheets.
• Impeccable data accuracy, notes, and record-keeping.
• Excellent written English; strong communication and deadline discipline.

Responsibilities

• Craft audit-ready SOAs/ROAs with accurate 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; step in to help teammates and close loops.
• Maintain templates/SOPs to lift first-pass rate and reduce TAT.

Skills

Australian financial planning

Paraplanning experience

Data accuracy

Team player

Excellent written English

Tools

Plutosoft

Xplan

AdviserLogic

Midwinter

Excel

Sheets

Job description

ConnectOS in the Philippines seeks a detail-oriented paraplanner with Australian financial planning experience to join our team. You will craft audit-ready SOAs/ROAs, verify disclosures, and convert strategy into client-friendly narratives that meet AU compliance standards.

Collaborate across advice and operations, call providers to verify fees, and document platform comparisons. Maintain templates and SOPs to lift first-pass rate and reduce turnaround time.