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The Opportunity

Our partner, a leading Australian financial services firm known for its deep client focus and commitment to best-practice financial advice, is hiring for Financial Administrator This organization specializes in providing advice to self-employed professionals and small business owners, who have a desire to protect their families, their business and their income. They advocate and embrace a goals and objectives-based financial planning process to provide clients with tailored and holistic financial advice.

We are looking for a highly capable Financial Planning Associate Adviser who will be instrumental in supporting a Senior Financial Advisor to jointly manage their client base. The successful candidate must be fully competent in financial advice strategies and well-informed on products, services, and the relevant industry regulations to contribute strategically to client solutions.

This role is required to fully report onsite during the first 6 months, then will follow 3x a week onsite, 2x a week working from home. Working hours will follow Australian Business Hours. 

Key Responsibilities

• Manage the end-to-end development of all advice documents, including Statements of Advice (SOA) and Records of Advice (ROA), ensuring full compliance with prevailing industry regulations and licensee policies.
• Coordinate the advice implementation stage, which includes completing product applications and assisting clients with necessary forms and supporting documentation.
• Serve as the primary liaison with external parties on behalf of clients (e.g., Lawyers, Insurers, Fund Managers, Accountants, Mortgage Brokers), managing communication and ensuring seamless coordination.
• Conduct research on existing and potential replacement products (including product comparisons, insurance analysis, and quoting) to prepare the most appropriate client recommendations.
•  Manage relationships with external paraplanners, including outsourcing complex advice documents, overseeing quality and compliance checks, and managing turnaround times and fee agreements.
• Proactively manage all internal and external turnaround times and deadlines to ensure the timely delivery of client advice.
•  Provide essential administrative support to Financial Advisors, such as generating insurance quotes and gathering additional research information as needed for advice preparation.
• Regularly review, understand, and apply Aon Hewitt FA's compliance standards, and maintain up-to-date knowledge of the firm's approved products and services list.
• Complete identified projects to enhance services across the team or wider business. Furthermore, provide essential relief support during team absences (holidays/illness) by taking on additional tasks to ensure continuous operations

Skills, Experience & Qualifications

• Bachelor's degree in business/finance discipline or related field;
• At least 3 years of working experience in Australian Financial Planning
• Financial planning, banking or insurance experience to assist with an understanding of delivering advice documents that suit client needs;
• Experience using Xplan or a similar financial planning software is nice to have.
• A Diploma/certification in Financial Planning, or similar is a plus.
• Excellent communication skills.
• Adapt well to changing priorities, deadlines, and directions
• Keen to details

ASW Offers

• Be part of a Great Place to Work certified company that's going places
• Thrive in a dynamic, inclusive, and supportive culture that celebrates collaboration, diversity, and shared success across borders.
• Enjoy competitive compensation that recognises your skills and contributions.
• Work with global clients and stakeholders, gaining valuable international exposure.
• Comprehensive medical benefits to support your well-being, covering your family member(s).
• Generous paid leave entitlements, because life outside work matters too.
• Exciting team outings, company events, and travel opportunities, like our annual overseas trips, unforgettable parties, and more.
• Collaborate with colleagues across Malaysia, Vietnam, the Philippines, and Australia, expanding your global perspective.
• Ongoing training and career development tailored to your role and the industry.

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