Financial Planning Associates/ Paraplanners

1 day ago


Thành phố Hồ Chí Minh, Vietnam Công Ty TNHH Finassist Full time

**Mô tả công việc**:
(Mức lương: 9 - 13 triệu VNĐ)

Key Responsibilities:

- Construct quality advice documents in a timely and efficient manner.
- Responsible for assisting the Financial Adviser with the proactive management of a client’s affairs.
- Manage and respond to client queries within specific time frames.
- Fully comply with the industry’s rules and standards.
- Maintain the clients’ profile up to date.
- Conduct comparison research between financial products.
- Work collaboratively in a team to improve various business processes.
- Arrange and schedule appointments in a timely manner.
- Prepare, maintain and update client profiles on company software (Xplan).
- Prepare documents for financial adviser to produce financial reports (Statement of Advice & Record of Advice).
- Follow up with company partners and clients to check up on outstanding requirements
- Follow up with other third-party parties (Fund managers, Superannuation Funds, etc..) to collect relevant information for the financial adviser.
- Maintain good communication and working relationships with the company clients.

**Chức vụ**: Nhân viên/Chuyên viên

**Hình thức làm việc**: Toàn thời gian

**Quyền lợi được hưởng**:
Annual 13th / 14th month bonus.
4-week paid annual leave and 10-day personal leave entitlements.
Opportunity to travel to Australia and other Asian countries.
- Annual 13th / 14th month bonus.
- Four weeks of paid annual leave.
- A young, friendly, and supportive office environment.
- Continuous training and professional development opportunities.
- Potential for travel to Australia and other Asian countries.
- Exciting team outings and activities.

**Yêu cầu bằng cấp (tối thiểu)**: Trung cấp - Nghề

**Yêu cầu công việc**:
Skills & Experience Required:

- Proficiency in English, especially in writing and speaking (IELTS Certificate of 7.0+ or equivalent required).
- Degree in Economics, Finance, or Accounting.
- Exceptional attention to detail and analytical skills.
- Strong problem-solving abilities with effective time management skills.
- Preference given to Australian graduates.

What We Offer:

- Competitive salary with full social security

**Yêu cầu giới tính**: Nam/Nữ

**Ngành nghề**: CFA,Phân Tích Tài Chính,Tài Chính/Ngân Hàng

Trung cấp - Nghề
Không yêu cầu


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