Intermediate Paraplanner

**The Opportunity**

Our Australian client provides an exceptional level of compliant paraplanning advice to their Australian clients including: Retirement Planning, Investment Advice, Tax Planning, and Estate Planning. They are currently looking for an Intermediate Paraplanner who can be **based in either our ASW Global office in Ho Chi Minh City or Kuala Lumpur**.

This role will encompass calculation of net asset values on a variety of complex Funds. Using state of the art Australian Financial Planning Software such as Xplan, you will be required to generate simple to complex financial plans and mentor other Paraplanners in due diligence and best practice. You will prepare highly compliant Statements of Advice (SOA’s) and work closely with your team in Australia in writing and verbally along with other team members globally.

**Key Responsibilities**
- 1/ Develop financial strategies to meet client’s objectives based on existing situation of clients_
- Manage all client data and information entered in XPlan (financial planning software)
- Assist client service managers in full stage communicating with clients
- Research and develop a thorough understanding of current financial situation of clients
- Prepare comparisons between existing products and proposed products and assist in making educated decisions on how to proceed advice preparation
- Work with the Client Service Manager and Advisers to prepare the financial strategy
- Work closely with compliance department to ensure all obligations are met
- Preparation of intermediate Cashflow, Retirement, Superannuation and Investment projections for client strategies
- Ensure that clients are kept in the loop and communicated with regularly until the query is resolved
- 2/ Ensure that client’s financial objectives are met year to year - in consultation with the Client Service Manager and Adviser_
- Review client portfolio to ensure goals and objectives are aligned with desirable outcome
- Update all new information from last review meeting as well as any correspondence throughout the year
- Review client’s insurance needs in terms of current financial position, life stage, policy competitiveness and policy features
- Prepare Annual Review packs for all scheduled review meetings for your pod including reporting, presentation and investment rebalance documents
- 3/ Administrative Tasks_
- Completion of daily activity tracker to log your activity for the day
- Manage and make sure the databases up to date
- Self-management of allocated tasks via XPLAN to ensure clients are receiving the highest level of service

**Qualifications & Experiences**
- Degree qualified in Financial related areas, ie. Business, Commerce, Finance, Accounting
- At least 1-2 years in same or similar role
- Fluent communication in English (written and oral)
- Highly adaptive, and ability to develop cohesive work environment with team members
- Concentration on objectives, task driven with the ability to think on your feet, have proactive approach and work unsupervised
- Ability to develop a working knowledge of the Australian Superannuation, Financial Planning and Taxation System
- Willingness to learn all areas of Financial Planning processes including Superannuation, Investments, Gearing, Retirement income, Tax minimization strategies and Personal & Key Man Insurance.

**ASW Offers**
- A diverse, inclusive, and supportive company culture
- Competitive remuneration
- Opportunity to collaborate and work with global clients and stakeholders
- Medical benefits
- Great Paid Leave entitlements
- Team outings, travel opportunities, company parties/events, and other exciting activities
- Exposure to an international environment, working with people across Malaysia, Vietnam, the Philippines, and Australia
- Industry and role-related training
- Ongoing career opportunities