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.
