Offer summary

Qualifications:

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)., RG146 or a Diploma of Financial Planning..

Key responsibilities:

Manage client onboarding documentation and communication.

Assist in preparing reports, meeting packs, and compliance documents.

Support paraplanning activities such as data collection, scenario modeling, and product comparison.

Maintain CRM systems and support team operations and process improvements.

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 followups

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 preassessments

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 toprated 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.