Australian Financial Paraplanner - SOA/ROA Expert

ConnectOS; Metro Manila; Hybrid; PHP 446,000 - 725,000; Full time

Job summary

ConnectOS is seeking a freelancer for a 6–12 month full-time engagement in the Philippines to support Australian financial planning analytics and paraplanning tasks. You will craft audit-ready SOAs/ROAs, translate strategy into client-friendly narratives, and verify disclosures with providers, all while maintaining high data accuracy.

You will collaborate with the advice and operations teams, update templates, and help teammates to improve turnaround time.

Qualifications

• Essential: Demonstrated experience in Australian financial planning/paraplanning.
• Proficiency using financial platforms such as Plutosoft, CRM (which ones), 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.

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; step in to help teammates and close loops.
• Maintain templates/SOPs to lift first-pass rate and reduce TAT.

Skills

Australian financial planning/paraplAn

Excellent written English

Team player

Tools

Plutosoft

Xplan

AdviserLogic

Midwinter

Excel/Sheets

Job description

ConnectOS is seeking a freelancer for a 6–12 month full-time engagement in the Philippines to support Australian financial planning analytics and paraplanning tasks. You will craft audit-ready SOAs/ROAs, translate strategy into client-friendly narratives, and verify disclosures with providers, all while maintaining high data accuracy.

You will collaborate with the advice and operations teams, update templates, and help teammates to improve turnaround time.