Administrative Support/ Paraplanner Role

The role will involve the following but not limited to:
•Drafting financial plans (SOAs and ROAs)
•Maintaining the client database
•Entering information into financial plans and clients’ database
•Completing Financial Planning Research tasks
•Contacting Insurance and Superannuation Providers
•Providing administrative assistance to advisers such as preparing and lodging product applications and following through to completion
•Providing general administration duties

What you'll need to succeed
•University degree in business, finance, economics or similar.
•Excellent communication skills - Written & Verbal in English as all documents and tasks must be written and conducted in English.
•Strong attention to detail & accuracy
•Proactive with self-initiative excellent communication skills and you will need to be comfortable on the phone
•You must be happy to work to KPIs and have a focused and driven mindset.
In addition, due to the natures of our work, we prefer applicants with the following:
•Experience in drafting Statements of advice and Records of advice (Australia)
•Experience in Financial Planning (Australia)
•Diploma of Financial Planning (RG146 compliance) is highly regarded
•XPLAN exposure but can be trained
•Understanding of compliance and legal requirements (Australia) within the industry
What you'll get in return
•Salary and bonuses depending on applicant and KPI achievements
•Friendly, respectful and experience team members
•Working hours will be 8.00 am - 4 pm Monday to Friday but flexible and can be negotiated
•Training and development opportunities
•Ho Chi Minh city-based office
Please note, we only accept your CV via email/ads and only qualified candidates will be contacted for an interview.