Financial Planning Assistant

5 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 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



  • Kuala Lumpur, Malaysia SWIFT Financial Messaging Services Full time

    About 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 will...


  • Kuala Lumpur, Malaysia SWIFT Financial Messaging Services Full time

    About 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...

  • Technical Assistant

    2 weeks ago


    Kuala Lumpur, Malaysia VERITAS Planning Sdn Bhd Full time

    1. min 1-2 years experience in a town planning firm 2. preferably min Diploma in Town Planning 3. Keen interest in technical skills in Town Planning for KM Submission and Layout Plan 4. Excellent at AutoCad (must), Photoshop, Adobe Illustrator, SketchUp, 5. Develop and prepare designs and drawings from preliminary concepts, sketches and specifications 6....


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

    The OpportunityOur 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...

  • Financial Planning

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia AirAsia Full time

    Job Description:Join Our Team as a Financial Planning & Analysis ManagerAre you a numbers-savvy professional with a passion for finance and a knack for strategic planning? If so, we have an exciting opportunity for you to join our dynamic team. We're looking for a Financial Planning & Analysis Manager who can bring fresh thinking, innovative solutions, and a...

  • Financial Planning

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia MUDAH HEALTHCARE SDN BHD Full time

    Financial support and work very closely with all business units' heads to help formulate and refine the strategy and financial projections for individual projects and segmental businesses.- preparation of projects' financial projection, budgeting and forecasting of financial packs;- performing financial analysis, valuation and other corporate exercises...

  • Financial Planning

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia AirAsia Full time

    1) Budgeting and 5-Year Projections Responsible to prepare annual budget and 5Year Projections in a robust manner with details key drivers. Align the budget numbers according to Tribe/LOB's strategic priorities and business plan. Perform sanity check on existing or potential market trends with the budget numbers Build dynamic financial modelling to analyze...

  • Financial Planning

    2 weeks ago


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

    The OpportunityOur client is partnering with Australian businesses, providing finance and insurance solutions. With four decades of multi-industry experience, they offer businesses the tailored service they need to achieve their vision and safeguard their legacy. Expert knowledge. Immovable support.They are currently seeking an FP&A Analyst to join their...

  • Financial Planning

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Tune Protect Group Full time

    Key Responsibilities: Collaborate in Company Management Expenses data and journals preparation with precise, accurate details in and timely manner. Assist in the production of basic commentaries for monthly performance slides and relevant segmentlevel reporting. Contribute to the development of the annual budget, quarterly forecasts, and regular variance...


  • 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...

  • Financial Planning

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Hyppies Full time

    Our client is a leading Insuretech company, transforming the insurance industry through technology and innovation at a fast-paced rate with a talented team of professionals who are passionate about making a difference.We are seeking a highly motivated and experienced Regional FP&A ManagerAsk yourself these questions: Do you have 7 years of experience in...


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

    The OpportunityOur 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,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Chrisjac Recruitment Services Full time

    Position Title: Accountant,Financial Planning & Reporting:- Salary: :- Job location: Cheras (5-day week), Kuala Lumpur.About the hiring companyOur client is a well established,respected and renowned property development and management company with subtantial development projects across the country. A vacancy on permanent basis has arisen for the position of...


  • 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...


  • 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...

  • Financial Planning

    4 weeks ago


    Kuala Lumpur, Malaysia MUDAH HEALTHCARE SDN BHD Full time

    Financial support and work very closely with all business units’ heads to help formulate and refine the strategy and financial projections for individual projects and segmental businesses. - preparation of projects’ financial projection, budgeting and forecasting of financial packs; - performing financial analysis, valuation and other corporate exercises...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Randstad Malaysia Full time

    about the companyRandstad is partnering up with a leading IT services provider MNC, with HQ basing in Germany. They are looking for a financial analyst in financial planning and controlling to join their team. about the jobResponsibilities- Assist in the preparation and analysis of the annual budget, board presentations, financial models, Global Delivery...


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

    The OpportunityOur 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 working hand...


  • 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...

  • Financial Planning

    4 weeks ago


    Kuala Lumpur, Malaysia AirAsia Full time

    **Job Description**: **Join Our Team as a Financial Planning & Analysis Manager!** Are you a numbers-savvy professional with a passion for finance and a knack for strategic planning? If so, we have an exciting opportunity for you to join our dynamic team. We're looking for a Financial Planning & Analysis Manager who can bring fresh thinking, innovative...