Financial Planning Associate

1 week ago


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

The Opportunity
Our partner, a leading Australian financial company is looking for Financial Planning Associate Adviser (Paraplanning) to join their team.


As the Financial Planning Associate Adviser, you will work alongside a Senior Financial Advisor based in Australia who is responsible for financial advice strategies, knowledgeable in industry regulations, and is well-informed on products and services available in the market.


Key Responsibilities

  • Coordinate the development of advice documents, including (but not limited to) Statements of Advice and Records of Advice, ensuring compliance with industry regulations regarding financial advice;
  • Coordinate the implementation stage of the advice process.
  • Liaise with thirdparty providers, on behalf of clients (E.g. Lawyers, Insurers, Fund Managers, Platform Providers, Investment Managers, Accountants, Mortgage Brokers and Other Advice Professionals)
  • Outsource complex advice documents to external paraplanners, managing inquiries and turnaround times, and ensuring quality and compliance of documents prepared;
  • Manage relationship with external paraplanners and administrators to ensure consistent delivery of services, within agreed timeframes and fee agreements;
  • Manage relationships with clients to ensure a high level of services, with client queries handled within an appropriate time frame.

Skills, Experience & Qualifications

  • Bachelor's degree in business/finance discipline or related field;
  • At least 23 years of working experience in Australian Financial Planning
  • Financial planning, banking or insurance experience to assist with an understanding of delivering advice documents that suit client needs;
  • Experience using Xplan or a similar financial planning software is nice to have.
  • Excellent communication skills.
  • Adapt well to changing priorities, deadlines, and directions

ASW Offers

  • 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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