Freelance AU Financial Planning Paraplanner

ConnectOS; Philippines; On-site; PHP 446,000 - 781,000; Full time

Job summary

ConnectOS, a leading Philippines employer, seeks a seasoned paraplanning professional with Australian financial planning experience. You will craft audit-ready SOAs/ROAs, translate strategy into client-friendly narratives, verify fees with providers, and document platform RRP decisions.

Collaboration across advice and ops teams and maintaining templates will be key to improving first-pass rate. Excellent written English is essential; RG146 is preferred but not required.

Qualifications

• Experience in Australian financial planning/paraplanning.
• Proficiency with financial platforms and CRMs (Plutosoft, Xplan/AdviserLogic/Midwinter).
• Strong Excel/Sheets and data handling.
• impeccable data accuracy, file notes and records.
• Excellent written English.

Responsibilities

• Craft audit-ready SOAs/ROAs with accurate, traceable calcs.
• Turn strategy into client-friendly narratives meeting 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; help teammates and close loops.
• Maintain templates/SOPs to lift first-pass rate and reduce TAT.

Skills

Australian financial planning

Paraplanning

Excel/Sheets

Education

RG146

Tools

Plutosoft

Xplan

AdviserLogic

Midwinter

CRM platforms

Job description

ConnectOS, a leading Philippines employer, seeks a seasoned paraplanning professional with Australian financial planning experience. You will craft audit-ready SOAs/ROAs, translate strategy into client-friendly narratives, verify fees with providers, and document platform RRP decisions.

Collaboration across advice and ops teams and maintaining templates will be key to improving first-pass rate. Excellent written English is essential; RG146 is preferred but not required.