Senior Paraplanner/ Financial Planner Assistant (Home-Based)

SCS Việt Nam

Địa điểm làm việc: Hà Nội, Đà Nẵng

Hết hạn: 12/01/2025

Chi tiết công việc
Giới thiệu công ty

Thu nhập: $ 1,000-1,600 /tháng

Loại hình: Toàn thời gian

Chức vụ: Nhân viên

Kinh nghiệm: 5 năm

sản xuất tax pháp lý ngân hàng

Mô tả công việc

• Conducting research on Super, Insurance, Investment and change to products, services and strategy options.
• Producing risk analysis or financial plans to meet the clients' needs.
• Discuss with Advisors to build up financial strategy to meet clients' objectives based on existing situation of clients.
• Assisting the financial advisor(s) in all facets of preparation of client facing documents and recommendations.
• Assisting with the strategy implementation including financial product applications and follow up with underwriting process.
• Assist with producing records of advice, ongoing fee consent and fee disclosure statements.
• Assist advisers in responding to clients' requests at any time.
• Ensure all client data and information correctly entered and saved into Financial Planning Software.
• Reconcile product provider revenue statements and ensure they match in financial planning software.
• Process weekly revenue runs, update what has come in and follow through until paid, and ensure they match in financial planning software.
• Ad hoc duties.
• Other administration tasks that are required.

Yêu cầu

• 5 years + experience in Australian financial planning area / professional services firm
• Ability to develop a working knowledge of the Australian Superannuation and taxation system
• Degree qualified in the areas of Business, Commerce, Finance, Accounting - Foreign education and working experience are preferred.
• Ability to focus on objectives, task driven with the ability to think independently
• Well organized and high attention to details and be accountable
• Ability to interact well with other team members
• Willingness to learn all areas of Financial Planning processes including Superannuation, Investments, Gearing, Retirement income, Tax minimisation strategies and Insurance.
• Proficiency in the Microsoft Office packages and if possible, experience in Financial Planning software
• Ability to work as part of a team and have a proactive approach and to work unsupervised
• Ability to meet deadlines and work under pressure

Quyền lợi

Thưởng
Bonus on performance
Nghỉ phép có lương
18 full paid leaves per year
Khác
Work from home at VN

Thông tin khác

NGÀY ĐĂNG
12/12/2024
CẤP BẬC
Nhân viên
NGÀNH NGHỀ
Pháp Lý > Luật Tài Chính Ngân Hàng Thương mại
KỸ NĂNG
Financial Planning, Superannuation Knowledge, Financial Planning, Microsoft Office, Collaboration
LĨNH VỰC
Kế toán/Kiểm toán
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
5
QUỐC TỊCH
Không hiển thị
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