Hồ Chí Minh (On-site)
Nghỉ trọn T7, CN
Hạn chót 04/11/2026
Đăng 3 ngày trước
Ít hơn 20 ứng viên
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 benefits.
• 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.
Join Us: If you are ready to embark on a rewarding career as a Financial Planning Associate / Paraplanner with FinAssist, we would love to hear from you. Apply now to become a vital part of our dedicated team and contribute to our mission of delivering exceptional financial planning services.
Preference given to Australian graduates.
$ 400-1000 /month
Job description
About Us: At FinAssist, we are a dynamic and rapidly expanding firm specializing in outsourced Financial Planning services for Australian Advisers. Our clients’ offices are located across different cities including Sydney, Melbourne, Adelaide and Brisbane providing a vibrant and collaborative working environment for our team members. More information can be found from our mother company's website at https://www.aptiumassist.com.au/about
Position Overview: We are seeking motivated graduates to join our team as Paraplanners, supporting Financial Advisers who provide personal financial advice to individual clients. This role is ideal for those who are interested in wealth management, personal finance, and financial planning.
Applicants with prior experience will be offered a rate that reflects their capabilities.
Note: This is not a corporate finance role. You will not be working on company financials, M&A, or valuation. All work relates to individual clients and their personal financial strategies.
Students awaiting graduation who are able to work full-time and have outstanding academic results are also welcome.
Key Responsibilities:
Advice Support
• Prepare advice documents based on adviser instructions.
• Ensure documents are accurate, compliant, and delivered on schedule.
Client Case Management
• Maintain up-to-date client information using XPLAN (training provided).
• Assist advisers with tracking client progress and follow-up requirements.
Product Research
• Compare superannuation, investment, and insurance products.
• Summarize product features to support adviser recommendations.
Applications & Administration
• Prepare application forms for personal financial products.
• Follow up with clients and external providers (super funds, insurers, fund managers).
• Coordinate meetings and prepare documents for client reviews.
Process Improvement
• Collaborate with the team to streamline workflows and improve service quality.
• Giờ làm việc: 09:00 - 18:00 • Cấp bậc: Nhân viên (executive)Nếu bạn đang tìm kiếm vị trí Financial Planning Associates/ Paraplanners tại Hồ Chí Minh, đây là cơ hội làm việc tại Công Ty TNHH FinAssist với mức lương cạnh tranh và môi trường làm việc chuyên nghiệp. Ngoài tin tuyển dụng này, Upzi còn cập nhật nhiều việc làm cùng lĩnh vực và địa điểm mỗi ngày.
- Four weeks of paid annual leave.
- Competitive salary with full social security benefits.
Lương không công khai
Hồ Chí Minh (On-site)
Nghỉ trọn T7, CN
16 - 80 triệu VNĐ
Hồ Chí Minh (On-site)
Nghỉ trọn T7, CN
Lương không công khai
Hồ Chí Minh (On-site)
Nghỉ trọn T7, CN
