Financial Planning Support

Employer:

Planning IQ, Sydney Australia.

Location:

Selangor KL (Financial Planning Office)

Employment Type:

Full-Time (40 hours/week)

Hours:

Monday to Thursday, 8:00am – 5:00pm, Friday from Home

Equipment:

Provided

Reporting Line:

Business lead: John Stallman, Financial Adviser, Sydney

Role Summary

Planning IQ provides financial planning advice in Australia. Based in Sydney, back-office has been outsourced to Philippines since 2013. This in now being transferred to Malaysia with staff directly employed in conjunction with an established Malaysian Financial Planning office.

We are seeking a Team Leader – Financial Planning Support to organise and supervise our small team. Initially, you will supervise   one team member, with a further two hires expected over 6–12 months.

This role is responsible for generating standard advice documentation including financial plans, annual reviews...