Financial Planning Associate
14 hours ago
**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 third-party 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 2-3 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 work-life balance.
- Competitive remuneration.
- Excellent medical benefits.
- Great Paid Leave entitlements.
- Company parties/events, future travel opportunities, and other exciting activities.
- Ongoing career opportunities.
LI-IJ1
-
Financial Cost Control
7 months ago
Kuala Lumpur, Malaysia SWIFT Financial Messaging Services Full timeAbout the Role The Finance Business Partner Team is currently seeking for passionate individuals to join the team with the goal of creating greater value and impact via best practices and new technology in the Finance scope. The role will give you the opportunity to bridge the gap on understanding and knowledge between Finance and Business Teams. What to...
-
Financial Planning Assistant
2 days ago
Kuala Lumpur, Malaysia AS White Global Pty Ltd Full time**The Opportunity** Our client is a well-known Australian financial service firm that offers tailored wealth management solutions to assist individuals and families in making wise financial decisions and achieving financial independence since 2012. The company is currently looking for a passionate Financial Planning Associate to join this highly reputable...
-
Financial Planning Administrator
6 days ago
Kuala Lumpur, Malaysia AS White Global Full time**The Opportunity** Our client is a financial firm with over 30 years’ experience working with SMEs and high net wealth individuals ranging from start-up founders through to established businesses. You will be an integral part of an Australian Financial Review (AFR) Top 50 Accounting Firm. Our client is growing, and they are looking for equally passionate...
-
Associate Director, Agency Data
7 months ago
Kuala Lumpur, Malaysia Principal Financial Group Full time**Responsibilities**: The Associate Director, Agency Data & Analytic is responsible for supporting overall Agency strategy and initiatives. He/she will responsible to prepare, analyze, and present data in support of Agency strategy. He/she will also need to study the latest market trends and business insights to support the development of Agency strategy...
-
Financial Planning Administrator
2 weeks ago
Kuala Lumpur, Malaysia AS White Global Pty Ltd Full time**The Opportunity** Our client is a financial firm with over 30 years’ experience working with SMEs and high net wealth individuals ranging from start-up founders through to established businesses. You will be an integral part of an Australian Financial Review (AFR) Top 50 Accounting Firm. Our client is growing, and they are looking for equally passionate...
-
Transaction Review Associate
7 months ago
Kuala Lumpur, Malaysia Ria Financial Services Full timeTransaction Review Associate **Job Summary**: Ria is looking for a Transaction Review Associate for our Compliance Department at our corporate office in Kuala Lumpur, Malaysia. This position will play a key role in providing overall support to the Transaction Review Management team. As a Transaction Review Associate, you will report directly to the...
-
Associate, Financial Planning and Controlling
7 months ago
Kuala Lumpur, Malaysia Arvato Systems Malaysia Sdn. Bhd. Full time**Scope**: - Support in the compilation and analysis of annual budget, board presentations, financial models, Global Delivery reporting, other monthly and yearly management reports - Support in providing detailed analysis and commentary of the performance of respective Business Units involving financial and management reporting as well as utilization...
-
Associate Technical Consultant
6 days ago
Kuala Lumpur, Malaysia SWIFT Financial Messaging Services Full timeAbout the Role SWIFT provides a range of business and technical/supporting infrastructure consultancy services across SWIFT's customer base. The Associate Consultant operates in a simple to medium business and technical environment in a selected market supported by SWIFT in line with company priorities. Under the close supervision of more senior...
-
Financial Planning Strategist
1 month ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeWe are seeking a highly skilled Wealth Manager to join our team at Click and Connect Online Limited in Kuala Lumpur - Malaysia.The estimated salary for this role is approximately RM200,000 to RM400,000 per annum, depending on experience.About the Role:This pivotal position involves providing tailored financial advice and wealth management solutions to...
-
Manager, Financial Planning and Analysis
1 week ago
Kuala Lumpur, Malaysia Airasia Airline Full timeWe are looking for a Manager, Financial Planning & Analysis to be part of the finance team. This position plays a key role in: - Managing investor relations and analyst queries - Corporate exercises such as capital raising, IPO, merging and acquisition - Performing company valuation and assessment - Preparing Board Papers and managing Board matters with...
-
Wealth Planning Associate
7 months ago
Kuala Lumpur, Malaysia Agensi Pekerjaan MY Talent Recruit Sdn Bhd Full time**Company Background**: We are representing one of a well known insurance company in Petaling Jaya, currently as they are expanding, they are looking for wealth planner associate to join the team. **Job Scope**: - Handle paperwork, documentation, and filing related to client accounts. - Maintain and update client records in our database. - Serve as the...
-
Financial Planning Analyst
7 months ago
Kuala Lumpur, Malaysia Texas Instruments Full time**We can't predict what the future holds, but we know Texas Instruments will have a part in shaping it.** Texas Instruments is looking for a detail and results oriented individual to fill a Financial Planning Analyst role with our company. At TI, the role of the Financial Planning Analyst is to drive financial excellence for the business. They support...
-
Business Development Assistant Manager
7 months ago
Kuala Lumpur, Malaysia TITAN Wealth Associate Sdn Bhd Full time**Job Highlights** - Attractive Commission, Bonus, Incentive & Retirement Benefits - Flexible working hours & work from home arrangements. - Continuous trainings provided & career growth opportunities. **Job Descriptions** - Evaluate client needs and create customized solutions that meet their financial requirements. - Build and maintain relationships with...
-
Business Development Assistant Manager
7 months ago
Kuala Lumpur, Malaysia TITAN Wealth Associate Sdn Bhd Full time**Job Highlights** - Attractive Commission, Bonus, Incentive & Retirement Benefits - Flexible working hours & work from home arrangements. - Continuous trainings provided & career growth opportunities. - Evaluate client needs and create customized solutions that meet their financial requirements. **Job Descriptions** - Build and maintain relationships with...
-
Financial Planning Administrator
6 months ago
Kuala Lumpur, Malaysia AS White Global Pty Ltd Full time**The Opportunity** Our client, an Australian Mortgage Broker is looking for a **Financial Planning Administrator **to be a part of their growing team. This role focuses on providing ongoing support to the Financial Planners, in matters of advice and services to the company's clients. We are looking for an enthusiastic and driven individual to experience...
-
Controller, Financial Planning
7 months ago
Kuala Lumpur, Malaysia The Coffee Bean & Tea Leaf (M) Sdn Bhd Full time**Our Blend** The Coffee Bean & Tea Leaf is one of the world’s largest independent and privately-owned specialty coffee and tea retailers. In 1963 we opened our very first store in Southern California, and today we have over 1100 cafes in over 20 countries, and our Global Headquarters in Singapore. The Coffee Bean & Tea Leaf is on an inspiring journey to...
-
Associate, Financial Reporting
7 months ago
Kuala Lumpur, Malaysia Great Eastern Malaysia Full timeAssociate, Financial Reporting **Discover the GREAT in your career.** As a LIFE company, our customers are at the heart of all that we do. Being one of Asia's leading insurer for over a century, we have built a long-lasting legacy of trust with our customers over many generations. At the foundation of this trust is **Integrity, Initiative, **and...
-
Wealth Planning Management Associate
2 weeks ago
Kuala Lumpur, Malaysia IPP Wealth Planners Sdn Bhd Full timeIn our efforts to expand our team of professionals, we are looking to mentor select individuals into becoming market leaders in the field of financial advisory. This is a mentoring program that will provide aspiring young jobseekers the unique opportunity to be personally mentored, groomed and trained by the senior management of IPP Financial Planning...
-
Financial Planning
7 months ago
Kuala Lumpur, Malaysia Senheng Electric (KL) Sdn. Bhd. Full time**Responsibility**: Performance Analysis - Develop reporting structure and incisive analysis by using reporting tools in order to give broader insights to company performance and profit trends. - Analyze of actual performance vs budgets and monthly report with the explanation of over target and under target reason. - To in-depth analysis on the monthly...
-
Manager - Accounts
1 week ago
Kuala Lumpur, Malaysia Associate Partners Laboratories Sdn Bhd Full timeAccounting managers assume responsibility for all accounting activities relating to financial reporting. They develop and maintain accounting principles and procedures to ensure timely and accurate financial statements are issued, supervise accounting staff and manage the accounting activities within the appropriate time frame and budget. APLab is subsidiary...