Financial Planning Associates/ Paraplanners Cum Admins

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:
• Manage and respond to client queries within specific time frames.
• Responsible for assisting the Financial Adviser with the proactive management of a client’s affairs.
• 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.
• Arrange and schedule appointments in a timely manner.
• Conduct comparison research between financial products.
• Answer phone inquiries and handle general inquiries.
• 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.
• Keep track and schedule yearly client’s meetings.
• Prepare applications for various financial products, including superannuation, investments and insurances.
• Prepare documents for financial adviser to produce financial reports (Statement of Advice and Review of Advice).
• Work collaboratively in a team to improve various business processes.
• Maintain the company calendar updated.
• Prepare, maintain and update client profiles on company software (Xplan).
• Send out meeting invitations.
• Fully comply with the industry’s rules and standards.
Remuneration package includes:
• Opportunity to travel to Australia and other Asian countries.
• Team outings, company events and other exciting team activities.
• Training and development opportunities.
• Young and friendly office environment.
• Flexible working environment.
• 13th and 14th month bonuses
• Generous paid leave entitlements (4- week annual leave and 10- day sick leave).
• Competitive salary and social security payments.

To successfully fill these roles, an ideal candidate should possess the following skills:
• Australian graduates and knowledge with XPLAN (or other paraplanning software) specially considered.
• Have a can- do attitude.
• Must have a Degree in Economic, Finance or Accounting.
• Ability to work on your own and as part of a team.
• Quick learner and attention to details.
• Comprehensive written and verbal English skills. IELTS 7.0+ or equivalent.

4- week paid annual leave and 10- day personal leave entitlements.
13th and 14th month bonuses
Opportunity to travel to Australia and other Asian countries.

Cập nhật gần nhất lúc: 2024-03-27 23:20:58