Paraplanner

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia AS White Global Pty Ltd Full time

The Opportunity


Our client is a well-known financial service firm that offers tailored solutions to assist their clients in making wise financial decisions.


We are currently looking for a passionate Paraplanner that can join in a highly reputable firm that establishes good foundation to the customers and provide exceptional service to both the Principal Advisor and a high-net-worth client base.


Key Responsibilities

  • Undertake detailed analysis of clients' current financial situation
  • Develop strategies in consultation with the principal
  • Produce highquality, tailored advice documents
  • Create complex financial models for multientity scenarios.
  • Liaise with team members to ensure our service is delivered to a high standard
  • Maintain compliance standards and licensee regulations.

Skills, Qualifications & Experience:

  • Background in Finance, Investment or related fields
  • A minimum of 3 years of work experience in the accounting, financial or investment fields
  • 3 years of financial planning experience is highly regarded
  • Exemplary written and verbal communication
  • Familiarity with Xplan is a plus
  • RG146 compliance is an advantage

ASW Offers

  • We are experts in international talent partnering. This means that you will be a trusted member of the ASW family, and get access to our great benefits, plus you also get to work directly with one of our clients.
  • In our unique Englishspeaking environment, you can practice and enhance your English with peers and international client teams based in either Australia, UK, US or NZ.
  • Get global access to Learning & Development programs.
  • Great worklife balance.
  • Competitive remuneration.
  • Excellent medical benefits.
  • Great Paid Leave entitlements.
  • Company parties/events, future travel opportunities and other exciting activities.
  • Ongoing career opportunities.
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