Mô tả công việc
We're looking for an experienced Paraplanner to join our team and help us deliver clear, engaging, and high-quality financial advice to clients. In this role, you'll be hands-on in preparing advice documents, managing investment administration, and helping create seamless client experience from start to finish.
Key Responsibilities
• Draft Statements of Advice (SOAs), Records of Advice (ROAs), Portfolio Reviews, Cashflow Projections, and Investment Strategies
• Manage client onboarding, including documentation preparation and coordination with external providers
• Conduct research on financial products, services, and strategy options
• Support advice implementation and liaise with product and service providers
• Assist advisers with meeting preparation, client communication, and follow-up tasks
• Maintain accurate and compliant client files and records
• Build and maintain positive client relationships, attending meetings when required
Yêu cầu
About You
• Proven experience as a Paraplanner within the Australian financial advice industry
• Strong understanding of financial planning strategies, compliance, and regulatory requirements
• High attention to detail and commitment to producing quality, compliant advice documents
• Excellent communication skills and the ability to work independently
• Well-organised, proactive, and able to manage multiple priorities
Why Join Us
• Join a supportive team that values collaboration, professionalism, and continuous improvement
• Work across diverse client portfolios that develop your technical and strategic expertise
• Access mentorship and career growth opportunities
Thông tin chung
Nơi làm việc
- Bình Thạnh, Ho Chi Minh City, Hồ Chí Minh
- (Trước sáp nhập: Bình Thạnh, Hồ Chí Minh | Sau sáp nhập: Bình Thạnh, Hồ Chí Minh)
- 1. Bình Thạnh, Ho Chi Minh City, Vietnam
- (Trước sáp nhập: Bình Thạnh, Hồ Chí Minh | Sau sáp nhập: Bình Thạnh, Hồ Chí Minh)