Financial Planning Associates/ Paraplanners

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&039;s website at https://www.aptiumassist.com.au/about
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:
• Prepare documents for financial adviser to produce financial reports (Statement of Advice & Record of Advice).
• Fully comply with the industry’s rules and standards.
• Work collaboratively in a team to improve various business processes.
• Construct quality advice documents in a timely and efficient manner.
• Maintain the clients’ profile up to date.
• Maintain good communication and working relationships with the company clients.
• Follow up with company partners and clients to check up on outstanding requirements
• Responsible for assisting the Financial Adviser with the proactive management of a client’s affairs.
• Arrange and schedule appointments in a timely manner.
• Manage and respond to client queries within specific time frames.
• Conduct comparison research between financial products.
• Prepare applications for various financial products, including superannuation, investments and insurances.
• Prepare, maintain and update client profiles on company software (Xplan).
• Follow up with other third- party parties (Fund managers, Superannuation Funds, etc..) to collect relevant information for the financial adviser.

Skills & Experience Required:
• Degree in Economics, Finance, or Accounting.
• Exceptional attention to detail and analytical skills.
• Strong problem- solving abilities with effective time management skills.
• Proficiency in English, especially in writing and speaking (IELTS Certificate of 7.0+ or equivalent required).
• Preference given to Australian graduates.
What We Offer:
• Competitive salary with full social security

Opportunity to travel to Australia and other Asian countries.
4- week paid annual leave and 10- day personal leave entitlements.
Annual 13th / 14th month bonus.
• Potential for travel to Australia and other Asian countries.
• Four weeks of paid annual leave.
• Exciting team outings and activities.
• Annual 13th / 14th month bonus.
• A young, friendly, and supportive office environment.
• Continuous training and professional development opportunities.
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.

Cập nhật gần nhất lúc: 2025-01-15 20:20:03