Financial Planning Executive
2 weeks ago
ABOUT AISYA RAHMAN ADVISORY
At Aisya Rahman Advisory, we're more than just a financial literacy training provider; we're a dynamic force dedicated to transforming lives.
We empower mainly Muslim women to get out of riba', manage their own investments and be financially literate, here to the hereafter.
We believe in equipping our audience with the knowledge and skills they need to thrive not just today, but for generations to come.
What sets us apart? It's our unwavering commitment to a startup culture that's exciting, classy, and profoundly enriching. We're fiercely independent, swift in our actions, and we don't measure success by numbers alone. We measure it by the impact we make.
Now, we're on the lookout for exceptional A-team players who share our values, attitudes, and the wealth of knowledge and skills we've cultivated within our company.
Join us in our mission to empower countless individuals out there especially women to become financially literate, and in doing so, let's write a richer, more prosperous future for all.
Location:
Sunway Giza, Kota Damansara
JOB OVERVIEW
- As a Financial Planning Executive, you will work under the supervision of our Licensed Islamic Financial Planner.
- You are to provide support and customer service to our clients across our financial planning journey (financial plan, advisory, unit trust, insurance/takaful, estate planning and others).
- To be successful in this role, you have to be passionate, meticulous and a strong interest in financial analysis and data management.
JOB RESPONSIBILITIES
- Assist and prepare investment reporting including but not limited to unit trust and other investments. Template will be provided.
- Conduct insurance policy/takaful certificate onboarding for new applicants, and maintenance for existing clients.
- Assist with policy/certificate premium or contribution renewals, endorsements, revocation and other related transactions under risk management.
- Administrative followup as and when required for unit trust, investments, insurance, takaful, will writing, wasiat be it with providers, prospects or clients.
- Prepare financial planning reporting for supervisor and for clients' review, including any reporting required for submission to regulatory bodies.
- Assist in the preparation of financial planning report for presentation to clients.
- Ensure data accuracy and all payments are uptodate at all times.
- Collaborate with other internal departments on special projects, events, workshops or initiatives.
- Maintain financial databases and records.
- Coordinate with internal departments to ensure clients needs are answered and met in an effective timeline.
- Support internal stakeholders during training and events whether on weekdays or weekends (replacement leave will be provided).
REQUIREMENTS
- Experience in paraplanning, banking, or customer service role is a bonus, especially if you have worked with a financial planning firm before. Previous experience in the financial services industry is highly regarded.
- Intermediate knowledge of Microsoft Excel, Powerpoint and Word.
- Good verbal and written communication in English.
- High level of attention to detail and data.
- Bachelor's Degree in Accounting, Finance, Economics, Wealth Management, Islamic Finance or related field.
- Having RFP, Shariah RFP, CFP or IFP is a bonus.
Job Types:
Full-time, Permanent
Salary:
RM2, RM3,000.00 per month
Benefits:
- Dental insurance
- Health insurance
- Maternity leave
- Opportunities for promotion
- Professional development
Schedule:
- Monday to Friday
Supplemental pay types:
- Performance bonus
Language:
- English (preferred)
Expected Start Date: 05/01/2024
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