Freelance AU Paraplanner — Audit-Ready SOAs & Compliance

ConnectOS; Manila; Remote; PHP 600,000 - 800,000; Full time

Job summary

ConnectOS seeks a dedicated paraplanner to craft audit-ready client reports, align strategy with AU compliance, and support a high-performance team in Manila. You will verify fees, document platform rationales, and ensure precise disclosures while maintaining SOPs.

The role requires Australian planning/paraplanning experience, platform and CRM proficiency, exceptional English writing, and a proactive team mindset to meet tight deadlines. Hybrid work options may apply.

Qualifications

• Experience in Australian financial planning/paraplanning.
• Proficiency with financial platforms such as Plutosoft, Xplan/AdviserLogic/Midwinter and CRM systems.
• Excellent data accuracy, diligent file notes and record-keeping.
• Strong teamwork: proactive, calls when needed, reliable on deadlines/KPIs.
• RG146 certification is preferred but not required.
• Excellent written English.

Responsibilities

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

Skills

Australian financial planning

Paraplanning

Platform experience

CRM

Xplan

AdviserLogic

Midwinter

Excel/Sheets

Data accuracy

Record keeping

Team player

RG146

Written English

Job description

ConnectOS seeks a dedicated paraplanner to craft audit-ready client reports, align strategy with AU compliance, and support a high-performance team in Manila. You will verify fees, document platform rationales, and ensure precise disclosures while maintaining SOPs.

The role requires Australian planning/paraplanning experience, platform and CRM proficiency, exceptional English writing, and a proactive team mindset to meet tight deadlines. Hybrid work options may apply.