Offer summary

Qualifications:

Bachelor's Degree in Commerce or Financial related field, At least 4 years of experience in Australian financial planning and superannuation, Experience with SMSF, SOA preparation, and client interactions, Familiarity with CRM/Workflow tools and Australian tax regulations..

Key responsabilities:

Prepare compliant, personalized Statements of Advice for clients

Create documents, reports, and forms for client meetings

Monitor and record the advice process to ensure compliance with regulations

Update and maintain client Work in Progress and reconcile fees and commissions.

Job description

Schedule: Monday – Friday (06:00 AM - 03:00 PM Manila Time)

What are we looking for?

Skills Required:

Bachelor's Degree holder of any related course in Commerce or Financial
At least 4 years previous experience working in Australian financial planning and superannuation
SMSF, SOA Preparation and Client Facing experience preferrable
CRM/ Work Flow tool experience
Australian tax and Superannuation experience

Nice to Have:

Attention to detail and multitask
Proactive

What will you do?

Preparing compliant, personalised Statements of Advice at a quality level for new and existing clients
Preparation of documents, reports and forms for client meetings
Updating Xplan
Monitor and record the advice process, documentation and record keeping to ensure compliance
with standards and regulations (eg Record Keeping, FDS and Service Agreements, File notes etc)
Update and maintain the client Work in Progress
Reconcile fees and commissions
Other administrative tasks to support organization and their clients

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 is a wealth management firm that offers investments, insurance, and GICs (Guaranteed Investment Certificates). They provide financial planning and business management services, including investment management, financial planning, and pension consulting. They aim to provide tailored solutions to meet clients' financial need

#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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