Job Description

Job Description

THE OPPORTUNITY

Our client is a leading advisory firm based in Australia, providing tailored financial solutions to individuals, businesses, and organizations. With a strong focus on building lasting relationships, the company offers expertise across accounting, wealth management, business advisory, and financial planning. Known for their client-centric approach and collaborative culture, the organization is committed to delivering high-quality service and helping clients achieve their financial goals with confidence.

As part of their continued growth, they were looking to expand their team in Malaysia with 2 Paraplanner to support their wealth advisory operations.

This position is a remote opportunity - work hours are 6am to 3pm, KL time.

Key Responsibilities 

• Support the Financials’ advisers in developing financial strategies and preparing advice documents (e.g., SOAs, ROAs).
• Prepare annual review packs and assist in delivering scheduled client reviews and ongoing service commitments.
• Maintain accurate client data and documentation using XPLAN and NetSuite systems.
• Conduct product comparisons and assist in research to support financial recommendations.
• Ensure all advice and documentation complies with relevant regulatory and compliance standards.
• Perform general administrative tasks and support the wealth management team with day-to-day operations.

Skills, Experience & Qualifications

• Minimum 2-3 years of working experience in financial planning and wealth management.
• Bachelor Degree in Finance, Accounting, Business, Commerce, or a related field.
• Strong English communication skills  both in written and verbal.
• Eagerness to learn Australian financial planning, superannuation, tax, and insurance systems.
• Proficient in Microsoft Office; experience with XPLAN or financial planning software is a plus.

ASW Offers

• A diverse, inclusive, and supportive company culture.
• Competitive remuneration.
• Opportunity to collaborate and work with global clients and stakeholders.
• Medical benefits.
• Great Paid Leave entitlements.
• Team outings, travel opportunities, company parties/events, and other exciting activities.
• Exposure to an international environment, working with people across Malaysia, Vietnam, the Philippines, and Australia.
• Industry and role-related training.
• Ongoing career opportunities.

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