financial planning Associates/ paraplannersCÔNG TY TNHH FINASSIST

About us: FinAssist is a young and fast-growing business that provides Paraplanners and Administrators for Financial Advisers in Australia. We are looking for 3 Junior paraplanners and 2 admins to join our team. The role aims to be recognised as a trusted assistant for our clients and is suitable for Fresh Graduates with relevant degrees & qualifications or Candidates who have one year experience.
Job Description:
• Construct quality advice documents in a timely and efficient manner.
• Responsible for assisting the Financial Adviser with the proactive management of a client's affairs.
• Manage and respond to client queries within specific time frames.
• Fully comply with the industry's rules and standards.
• Maintain the clients' profile up to date.
• Keep track and schedule yearly client's meetings.
• Conduct comparison research between financial products.
• Work collaboratively in a team to improve various business processes.
• Maintain the company calendar updated.
• Arrange and schedule appointments in a timely manner.
• Send out meeting invitations.
• Prepare, maintain and update client profiles on company software (Xplan).
• Prepare documents for financial adviser to produce financial reports (Statement of Advice and Review of Advice).
• Prepare applications for various financial products, including superannuation, investments and insurances.
• Answer phone inquiries and handle general inquiries.
• Follow up with company partners and clients to check up on outstanding requirements
• Follow up with other third-party parties (Fund managers, Superannuation Funds, etc..) to collect relevant information for the financial adviser.
• Maintain good communication and working relationships with the company clients.
Remuneration package includes:
• Competitive salary and social security payments.
• 13th and 14th month bonuses
• Generous paid leave entitlements (4-week annual leave and 10-day sick leave).
• Young and friendly office environment.
• Training and development opportunities.
• Opportunity to travel to Australia and other Asian countries.
• Team outings, company events and other exciting team activities.
• Flexible working environment.