Financial Planning Associates/ Paraplanners
CÔNG TY TNHH FINASSIST
Địa điểm làm việc: Hồ Chí Minh
Hết hạn: 23/10/2024
- Chi tiết công việc
- Giới thiệu công ty
Thu nhập: Thỏa thuận
Loại hình: Toàn thời gian
Chức vụ: Nhân viên
Mô tả công việc
About Us: At FinAssist, we are a dynamic and rapidly expanding firm specialising in outsourced Financial Planning services for Australian Advisers. Our clients' offices are located across different cities including Sydney, Melbourne, Adelaide and Brisbane providing a vibrant and collaborative working environment for our team members. More information can be found from our mother company's website at [protected info]
Position Overview: We are seeking 4 motivated and dedicated individuals to join our team as a Financial Planning Associate / Paraplanner. This role is ideal for fresh graduates or candidates with up to one year of experience who are passionate about supporting financial advisers and working with High Net Worth individuals.
Key Responsibilities:
• 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.
• Conduct comparison research between financial products.
• Work collaboratively in a team to improve various business processes.
• Arrange and schedule appointments in a timely manner.
• 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.
• 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.
Position Overview: We are seeking 4 motivated and dedicated individuals to join our team as a Financial Planning Associate / Paraplanner. This role is ideal for fresh graduates or candidates with up to one year of experience who are passionate about supporting financial advisers and working with High Net Worth individuals.
Key Responsibilities:
• 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.
• Conduct comparison research between financial products.
• Work collaboratively in a team to improve various business processes.
• Arrange and schedule appointments in a timely manner.
• 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.
• 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.
Yêu cầu công việc
Skills & Experience Required:
• Proficiency in English, especially in writing and speaking (IELTS Certificate of 7.0+ or equivalent required).
• Degree in Economics, Finance, or Accounting.
• Exceptional attention to detail and analytical skills.
• Strong problem-solving abilities with effective time management skills.
• Preference given to Australian graduates.
What We Offer:
• Competitive salary with full social security benefits.
• Annual 13th and 14th month bonus.
• Four weeks of paid annual leave.
• A young, friendly, and supportive office environment.
• Continuous training and professional development opportunities.
• Potential for travel to Australia and other Asian countries.
• Exciting team outings and activities.
Join Us: If you are ready to embark on a rewarding career as a Financial Planning Associate / Paraplanner with FinAssist, we would love to hear from you. Apply now to become a vital part of our dedicated team and contribute to our mission of delivering exceptional financial planning services.
• Proficiency in English, especially in writing and speaking (IELTS Certificate of 7.0+ or equivalent required).
• Degree in Economics, Finance, or Accounting.
• Exceptional attention to detail and analytical skills.
• Strong problem-solving abilities with effective time management skills.
• Preference given to Australian graduates.
What We Offer:
• Competitive salary with full social security benefits.
• Annual 13th and 14th month bonus.
• Four weeks of paid annual leave.
• A young, friendly, and supportive office environment.
• Continuous training and professional development opportunities.
• Potential for travel to Australia and other Asian countries.
• Exciting team outings and activities.
Join Us: If you are ready to embark on a rewarding career as a Financial Planning Associate / Paraplanner with FinAssist, we would love to hear from you. Apply now to become a vital part of our dedicated team and contribute to our mission of delivering exceptional financial planning services.
Quyền lợi được hưởng
Thưởng
13th and 14th month bonuses
Nghỉ phép có lương
4-week paid annual leave and 10-day personal leave entitlements.
Cơ hội du lịch
Opportunity to travel to Australia and other Asian countries.
13th and 14th month bonuses
Nghỉ phép có lương
4-week paid annual leave and 10-day personal leave entitlements.
Cơ hội du lịch
Opportunity to travel to Australia and other Asian countries.
Thông tin khác
NGÀY ĐĂNG
23/09/2024
CẤP BẬC
Mới Tốt Nghiệp
NGÀNH NGHỀ
Ngân Hàng & Dịch Vụ Tài Chính > Phân Tích & Báo Cáo Tài Chính
KỸ NĂNG
Xplan, Paraplanning, Financial Advisory, Conduct Research, English
LĨNH VỰC
Tài Chính
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Tiếng Anh
SỐ NĂM KINH NGHIỆM TỐI THIỂU
Không yêu cầu
QUỐC TỊCH
Không hiển thị
Xem thêm
23/09/2024
CẤP BẬC
Mới Tốt Nghiệp
NGÀNH NGHỀ
Ngân Hàng & Dịch Vụ Tài Chính > Phân Tích & Báo Cáo Tài Chính
KỸ NĂNG
Xplan, Paraplanning, Financial Advisory, Conduct Research, English
LĨNH VỰC
Tài Chính
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Tiếng Anh
SỐ NĂM KINH NGHIỆM TỐI THIỂU
Không yêu cầu
QUỐC TỊCH
Không hiển thị
Xem thêm
Thông tin chung
- Thu nhập: Thỏa thuận
Cách thức ứng tuyển
Ứng viên nộp hồ sơ trực tuyến bằng cách bấm nút Ứng tuyển bên dưới:
Hạn nộp: 23/10/2024
Giới thiệu công ty
Xem trang công ty
FinAssist is a young and fast-growing business that provides outsourced Paraplanners and Administrators for Financial Advisers in Australia. Currently FinAssist have served 10 financial planning practices with over 1000 clients and total funds under management of approximately AUD $500 million.
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