Financial Planner

FINANCIAL PLANNER



The Opportunity



Our client, based in Australia, specializes in providing outsourcing services to Australian-based financial planners by helping them complete their back office and compliance work so that they can spend more time on income-producing activities such as seeing clients. We are looking for a talented individual who has experience in paraplanning and the process, you get to upskill your knowledge in the Australian financial industry!



Key Responsibilities





* Phone calls or Zoom meetings with Australian-based financial planners.

* Enter client data into various financial planning software

* Log work received and reply to emails

* Complete product comparisons of financial products and providing an estimated cost and due date

* Cashflow projections and putting together a 'Statement of Advice' (SOA) which includes Superannuation, including investments, Insurance, Retirement planning, Cashflow, Investments, Social security, Estate planning, Tax minimization

Skills, Experience & Qualifications





* Bachelor's Degree/Professional Degree/Master's Degree in Finance

* Comprehensive verbal and written English skills

* At least few months experience in the finance industry, preferably working with an Australian firm but not a must.

ASW Offers





* A diverse, inclusive, and supportive company culture

* Competitive remuneration

* Opportunity to collaborate and work with global clients and stakeholders

* Medical benefits

* Great Paid Leave entitlements

* Team outings, travel opportunities, company parties/events, and other exciting activities

* Exposure to an international environment, working with people across Malaysia, Vietnam, the Philippines, and Australia

* Industry and role-related training

* Ongoing career opportunities