Job Description

Are you keen to grow your career with a organization that drives digital campaigns and automation for a forward-thinking financial services firm transforming client engagement

The Opportunity

In this role, you'll embrace the services of specialist solicitors, accountants, bankers, and stockbrokers across the Australia market.

Why join us

Proudly Great Place to Work® certified
Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more
Grow with stability: 100+ in our 10-Year Club by 2025
Dynamic talent network: 2,000+ across APAC and beyond
Competitive compensation with annual reviews
Comprehensive medical care for you and your family
Generous paid leave because work-life balance matters
Level up with LinkedIn Learning and tailored training

Staff Testimonial

Working for the best client and loving what you do makes everything enjoyable at work. - Senior Broker, ASW Philippines.

What You'll Do

Develop financial strategies to meet client's objectives based on the existing situation of clients.
Work with the Client Service Manager and Advisers to prepare the financial strategy based on the information provided and research completed.
Required to prepare Compliant Advise Documents (SoA, RoA) using Xplan
Ad-hoc completion of basic administrative tasks and updating client information via Xplan
Conducting research for investment/insurance recommendations while working closely with Fund Managers, Insurance/superannuation/Platform Providers

Key Criteria

MUST have a min of 2 years of working experience as a Paraplanner
Ability to develop a working knowledge of the Australian Superannuation, Financial Planning and Taxation System.
MUST have experience using Xplan
Comprehensive verbal and written English skills.
Driven, proactive and able to work independently.

Work setup