Freelance AU Financial Paraplanner: SOA & Compliance

ConnectOS is seeking a skilled financial planner/paraplanner based in the Philippines. The ideal candidate will demonstrate experience in Australian financial planning and possess strong proficiency in various financial platforms including Plutosoft and Xplan.

Responsibilities include crafting audit-ready SOAs, translating strategies into compliant narratives, and verifying provider fees. Excellent written English and data accuracy are crucial for this role.