Australian Paraplanner: SOA Specialist & Data Wizard

ConnectOS; Metro Manila; On-site; PHP 350,000 - 520,000; Full time

Job summary

ConnectOS in the Philippines is seeking a results-driven paraplanner with demonstrated experience in Australian financial planning. The role involves turning strategy into client-ready SOAs/ROAs and collaborating with advice and operations teams.

You will verify fees and features with providers, document disclosures precisely, and maintain templates to improve turnaround time. Schedule aligns with PHT, 6:00 AM to 3:00 PM, and the company emphasizes a Great Place to Work culture.

Qualifications

• Demonstrated Australian financial planning/paraplanning experience.
• Experience with financial platforms such as Plutosoft, Xplan, AdviserLogic, or Midwinter.
• High data accuracy and meticulous record-keeping.
• Excellent written English and proactive team player.
• RG146 certification is a plus.

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 planning/paraplanning

Financial platforms

CRM experience

Excel/Sheets

Data accuracy

Team player

RG146

Written English

Tools

Plutosoft

Xplan

AdviserLogic

Midwinter

Excel

Sheets

Job description

ConnectOS in the Philippines is seeking a results-driven paraplanner with demonstrated experience in Australian financial planning. The role involves turning strategy into client-ready SOAs/ROAs and collaborating with advice and operations teams.

You will verify fees and features with providers, document disclosures precisely, and maintain templates to improve turnaround time. Schedule aligns with PHT, 6:00 AM to 3:00 PM, and the company emphasizes a Great Place to Work culture.