Offer summary

Qualifications:

Proven experience working with Australian financial advisers., Experience with KYC’s, client onboarding, and insurance applications preferred., Prior experience in Paraplanning or Financial Adviser compliance is preferred., Proficiency with CRM software like Xplan, Plutosoft, and Zoho is preferred..

Key responsabilities:

Conduct data entry and collation of client information.

Engage in research and prepare documentation related to wealth solutions.

Assist in developing high-quality, compliant financial advice documents.

Perform insurance needs evaluations and contribute to process refinement for Paraplanning activities.

Job description

Schedule: Monday- Friday (08:30AM to 05:30 PM AEST)

What are we looking for?

Skills Required:

Proven experience working with Australian financial advisers.
Proven experience working on KYC’s, client onboarding, insurance applications and opening accounts preferred.
Prior experience in Paraplanning or Financial Adviser compliance is preferred.
Proficiency with Xplan, Plutosoft, Zoho other CRM software preferred.
Familiarity/ Knowledge of Australian Financial Services and their advisers.

What will you do?

Fact find data entry, collation of client data, client assistance.
Engage in research and the preparation of documentation related to wealth solutions, which includes Superannuation, Investment strategies, Insurance products, Portfolio management, and cash flow modeling scenarios.
Assist in developing and constructing high-quality, compliant financial advice documents
Perform insurance needs evaluations and pre-assessments with insurance providers, along with the preparation of insurance quotations.
Contribute to the development and refinement of processes and procedures for Paraplanning activities and keep up-to-date regulations, laws, and responsibilities associated with financial planning is essential.
Participating in ad hoc projects that enhance team services and support company objectives.

Join the awesome team and enjoy these benefits & perks:

WFH
Medical, Dental Coverage and Life insurance
Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
Competitive salary package and annual appraisal
Financial Assistance Program
Mandatory Government Benefits and 13th Month Pay
Regular Company Events, Work Life Balance, and Career growth opportunities

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client takes a holistic approach to financial planning, prioritizing understanding each client's unique personal and financial situation, goals, and aspirations. Their experienced advisors tailor financial strategies to individual needs, offering comprehensive wealth management services. They also provide specialized advice in areas such as medical retirement planning, Special Disability Trusts, and Expert Witness Reports.

#ConnectOSCareers #JoinConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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