Paraplanner And Administrative Support

This is a full- time on- site role located in Thao Dien area, District 2, Ho Chi Minh City for a Paraplanner and Administrative Support. The successful candidate will be responsible for supporting our financial advisers and paraplanners in the preparation of statements of advice, research and modelling, strategy preparation, and administration assistance.

• Experienced paraplanner: minimum 2 years of experience working as a paraplanner.
• Strong attention to detail and ability to work in a fast- paced environment.
• Junior paraplanner: we welcome fresh graduates with relevant degree and right attitude
• Excellent organisational, administrative, and communication skills (written & verbal in English).
• At least a bachelor&039;s degree in business administration, finance, economics, or a related field.
• Ability to work independently as well as in a team environment.
• Being comfortable to work towards deadlines and KPIs.
• Familiarity with financial planning software and tools such as Xplan, Midwinter and AdviserLogic is beneficial for an experienced role.

• Bonuses depending on KPI achievements
• 20 days annual leave and 10 days sick leave
• 2 additional public holidays (Christmas day and Easter)
• Annual team building trip
• Training and development opportunities

Cập nhật gần nhất lúc: 2024-05-01 04:30:29