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Job Description

The goal as a Financial Planning Assistant (FPA) is to become indispensable to our clients. You are expected to be keen to details, have quick turnaround time, and being proactive to client requirements.

Responsibilities
  • Setup client files and adding client data to the financial planning software
  • Prepare forms, documents, templates
  • Type up client questionnaires & portfolio reports
  • Prepare product comparison reports. This requires emails, phoning insurance and investment companies and get specific client portfolio information
  • Prepare insurance premium estimates and quotes using specific software
  • Prepare application forms, reports & mindmap presentations
  • Submit application forms and follow up applications, insurance underwriting, medicals etc.
  • Phoning clients & establishing good work relationships
  • Download and collate documents and other research
  • Update and maintain client database
  • Basic marketing activities (i.e. sending email newsletters, arranging client events)
  • Managing database in CRM system
  • Client facing tasks that require providing quality service to our clients through direct meetings via zoom, online messages or phone conversations.
Minimum Hiring Requirement
  • Graduates of any course other related courses but must have a passion in customer service
  • At least 2 years completion in college + 2 years work experience
  • Proficiency or familiarity with Google Workspace
  • Excellent communication and research skills
  • Ability to self-manage and show initiative to drive results 
  • Flexibility; ability to multitask, adapt to changing priorities, and prioritize projects 
  • Willingness to undergo trainings for the Australian accredited Finance & Mortgage Broking Certification

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