Financial Planning Assistant
2 weeks ago
**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 firm and assist with documentation and financial administration duties.
**Key Responsibilities**
- Work directly with the Financial Advisor and more senior Paraplanners during the research and documentation phase
- Produce high-quality and accurate documentation
- Liaise with team members to ensure our service is delivered to a high standard
- Comply and maintain compliance standards and licensee regulations.
- Work proficiently with XPLAN, Advice Revolution and MS Office Applications (especially Excel)
- Other ad-hoc tasks as assigned by the Financial Advisor
**Qualifications And Experience**
- Background in Finance, Investment or related fields
- About 5 years of work experience in the accounting, financial or investment fields and **keen to get closer to the investment side**:
- Experience as a junior paraplanner or financial planning administrator is highly regarded
- Exemplary written and verbal communication
- A team player with excellent attention to detail and a willingness to learn and do a good job
**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 English-speaking 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 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-HL1
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