Tuyển dụng Paraplanner tại Hồ Chí Minh

Assist with the Planning team

• Follow up on overdue insurance policies or rejected super rollovers for insurance premiums

• Assist clients with providing payment details for their super funds for contributions

• Assist clients with updating account information, changing address, changing personal details.

• Update insurance renewals on excel, download and send monthly letters to clients via xplan

• Download centrelink statements and update balances in centrelink for pension clients

• Send newsletters and portfolio updates via mailchimp

• Create client review packs

xplan database

• Create client record for new clients

• Update client details for existing clients pre and post review

• Ensure investments/superannuation accounts have correct balances and investment options

• Ensure insurance policy have correct cover, premium and insurance type

• Update review dates

• Update Fee Disclosure Statement (FDS) and opt in dates

• Create/Model Scenarios

• Ensure emails and important documents have been file noted

Update share point (Microsoft) client database

• Update Fact Find folder

• Update super and insurance info folder

• Update Compliance folder

• Update SOA folder

Book client meetings/Client communication

• Send our review meeting offers and book client meetings for adviser and paraplanner via calendar invite

• Prepare Review Pack for insurance and financial planning meetings

• Assist with preparation of FDS and Opt-in and send out to clients annually

Assist with Research

• Sending authorities to relevant providers and following up on information

• Obtaining documents form client (completed fact find, statements from super funds, bank statement, tax returns, id, etc.)

• Create insurance summary documents

• Pre-fill fact find documents – insurance only or full fact find

Assist with Implementation

▪ Risk Insurance

• Send Application Summary and In Force emails

• Follow up on progress of applications

• Follow up on medical tests and results

• Follow up on additional requirements from clients such as beneficiaries, cancellations and refunds

▪ Advice Super/Investments

• Send rollover requests to super funds

• Follow up on rollovers

• Send Implementation email with instructions for clients

• Follow up on additional requirements from clients

• Send completion email

Yêu cầu công việc

• Minimum 1-3 years’ paraplanning experience in financial planning.

• Technical knowledge of:

o Superannuation

o SMSFs

o Retirement strategies

o Personal insurance

• Experience preparing complex SOAs and ROAs.

• Strong financial modelling and research skills.

• Strong English verbal and written communication skills.

• Strong understanding of advice processes from strategy through to implementation.

WHAT WE OFFER

• Competitive salary: VND 18,000,000 – 20,000,000 (Gross)

• Full social insurance benefits in accordance with Vietnamese Labour Law.

• Clear career progression and development opportunities.

• Supportive, collaborative, and professional working environment.

• Annual health check-up

• All Vietnamese national public holidays.

Quyền lợi

• Thưởng: 13th month bonus available
• Chăm sóc sức khoẻ: Full social insurance benefits in accordance with Vietnamese Labour Law
• Nghỉ phép có lương: All Vietnamese national public holidays
• Đào tạo: Clear career progression and development opportunities
• Khác: Competitive salary: USD 1,250 to USD 1,500 (Gross)
  Supportive, collaborative, and professional working environment