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Freelance Paraplanner
ConnectOS
Posted
3 weeks ago

Metro Manila

Remote

AUD 5K

Mid Level

Contract

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Finance Consulting Remote Support Contract

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Sema Summary

As a Freelance Paraplanner at ConnectOS, you will be responsible for crafting audit-ready Statements of Advice (SOAs) and Record of Advice (ROAs) that meet Australian compliance and disclosure standards. You must have demonstrated experience in Australian financial planning and proficiency in relevant financial platforms. This role allows you to work from home in Metro Manila, and you will need to maintain accuracy in data handling and strong collaboration with your team. The position is best suited for someone with mid-level experience in the financial services sector.

About Company

ConnectOS is a leading provider of offshore talent for organizations in Australia, New Zealand, the US, Canada, and the UK. They specialize in offering premium resourcing and productivity solutions across various industries.

Core Requirements

Experience in Australian financial planning
Proficiency in financial platforms
Strong Excel skills
Excellent written English
Team collaboration skills

Responsibilities

Craft audit-ready SOAs and ROAs
Turn strategies into client-friendly narratives
Verify provider fees and features
Document performance rationale
Collaborate with advice and operations teams
Maintain templates and SOPs
Ensure compliance with Australian standards

Must Have skills

Data accuracyFinancial planningClient communicationCompliance knowledgeExcel proficiency

Nice To Have Skills

RG146Team playerProactive mindsetDetail-orientedStrong written skills

Tools Knowledge Requried

PlutosoftCRMXplanAdviserLogicMidwinter

Job Keywords

ParaplannerFinancial servicesRemote workComplianceTeam collaboration

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