Offer summary

Qualifications:

Bachelor’s degree in a relevant field, 1–2 years’ experience in financial services or administration, Proficiency in Microsoft Office; exposure to Xplan or CRM platforms is advantageous, RG146 or a Diploma of Financial Planning.

Key responsibilities:

Manage onboarding documentation including KYC and fact finds

Provide professional communication with clients and assist with scheduling

Assist in collecting client data and conducting preliminary strategy research

Maintain CRM systems and support operational tasks like workflow tracking.

Job description

Salary: P25,000 – P35,000 (Monthly Package)

Schedule: Monday - Friday (7:00 AM to 4:00 PM PHT)

What are we looking for?

Skills Required:

Bachelor’s degree in a relevant field
1–2 years’ experience in financial services, administration, or paraplanning support
Proficiency in Microsoft Office (Word, Excel, Outlook); exposure to Xplan or CRM platforms is advantageous
RG146 or a Diploma of Financial Planning

Nice to have:

Software Proficiency

What will you do?

Client Administration & Support

Manage onboarding documentation including KYC, fact finds, and file notes
Provide professional and timely communication with clients, including scheduling and follow-ups
Assist with the preparation of reports, meeting packs, and compliance documentation

Paraplanning Support

Assist in collecting and entering client data and conducting preliminary strategy research
Support the preparation of basic SOAs and ROAs under the supervision of senior team members
Run insurance quotes, compare products, and liaise with providers for pre-assessments
Support modelling of client scenarios using internal software (with training provided)

Team & Process Support

Maintain CRM systems (Xplan, Plutosoft, Zoho) and ensure client files are accurate and up to date
Assist with operational support such as workflow tracking, document formatting, and internal reporting
Proactively participate in team meetings, internal training, and process improvement initiatives

Join the awesome team and enjoy these benefits & perks:

WFH
Medical, Dental Coverage and Life insurance from day 1 of employment
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 based in Australia is a specialized financial planning firm that offers financial advice tailored to individuals with disabilities, chronic health conditions, and their carers. Their mission is to make financial planning accessible to everyone, bridging the gap between the financial and healthcare industries.

#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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