Compliant Advice Document Creator
6 days ago
We are looking for a skilled Paraplanning Assistant to join our team at AS White Global. As a Junior Paraplanner, you will play a key role in supporting our Financial Advisors in generating advice documents and implementing advice.
Your responsibilities will include:
- Preparing compliant advice documents (SoA, RoA) using Xplan
- Entering client information into Xplan
- Liaising with fund managers, insurance/superannuation/platform providers
- Conducting research for investment/insurance recommendations
- Completing advice implementation as required
- Lodging implementation paperwork as required
- Maintaining compliant files
To be successful in this role, you will need:
- At least 2 years' experience in a paraplanning role within financial planning
- Experience writing compliant SoAs and RoAs
- Experience in financial planning processes, fund manager interactions, and administrative tasks
- Strong analytical skills and attention to detail
- Knowledge of financial planning strategies
- Proficiency with financial planning software (Xplan) and well-versed in use comparison and modelling tools
- Proficient in Microsoft Office with strong time management and teamwork abilities
We offer a competitive package including:
- 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
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