Junior Financial Planning Analyst ( Australian Based Company; Attractive Benefits)

Junior Financial Planning Analyst ( Australian Based Company; Attractive Benefits)

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What We Can Offer

20 days annual leave + 10 days sick leave per year; Personal Insurance Package.
Team building activities, company trips oversea

Job Description

About our client

Established in 2012, our client represents the commercialization of an internal process perfected by long-serving industry specialists. With exceptional teams based in Australia, Vietnam and Malaysia, we have trained and developed business degree-qualified leaders in financial planning, mortgage administration and para-planning support.

About the role

The Financial Planning Analyst will join the team in Vietnam and work collaboratively with all team members across 3 locations to play a proactive role in the development and construction of financial strategies to meet the client’s objectives, including:

• To provide ongoing support to Australian based client Tempus Wealth in the provision of compliant, quality advice to its clients.
• Liaise closely with all relevant internal Financial Planning & Loan employees to ensure they are completing and preparing documents in accordance with all compliance standards
• Assist with the management of all tracking spreadsheets, weekly, and monthly reporting to ensure initial and ongoing requirements are met.
• Support the Senior Financial Quality Control Officer in ensuring that Tempus Wealth is at the forefront of all regulatory and compliance changes and correct processes are put in place to support these changes
• Assist with preparation in the lead up to audits.
• Assist with the weekly scorecard compliance spreadsheet
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Job Requirements


• Degree qualified in Financial related areas, i.e. Business, Commerce, Finance, Accounting
• Fluent communication in English (written and oral)
• Proficiency in the Microsoft Office
• Working knowledge of XPLAN or experience with financial planning software is preferable
• Willingness to learn all areas of Financial Planning processes including Superannuation, Investments, Gearing, Retirement income, tax minimization strategies and personal insurance.

Job Locations

Ho Chi Minh, Ho Chi Minh City, Vietnam
View full Company Profile

AS White Global is an Australian company with headquarters in Sydney and contemporary offices across Vietnam, Malaysia and The Philippines.
ASW Vietnam, formerly known as ASWIG Solutions, has been operating in Vietnam since 2011. We recognise the enormous contribution our Vietnam team provides our clients and this has been instrumental in our rapid growth. We are now located across 3 different locations in Ho Chi Minh City and have over 220 team members.
We are experts in providing offshored teams in the following specialisations:
- Software Development
- Accounting/ Financial Planning
- Web & Graphic Design
- Administrative Services
We are always looking at ways to expand our service offerings and unlock further talent in this fantastic country. We are always on the search for more talented people so if you have experience in the above areas, are proficient in English (both verbal and written), we would love to hear from you!
Please visit our Facebook page at https://www.facebook.com/ASWhiteVN for more information.

Read full company information
25th Floor, Lim Tower, 9-11 Ton Duc Thang, Ben Nghe Ward, District 1, Ho Chi Minh City
100-499 staffs


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