Senior Para Planner - Remote Financial Advisory Role (Australian Market Focus)

Vertical Capital Markets · 📍 Canggu, Bali, Indonesia · Diposting 2026-10-09
FULL_TIME⭐ TERVERIFIKASI
PHP 90000 - 130000

Vertical Capital Markets is seeking a highly skilled and experienced Senior Para Planner to join our team. This is a remote position with a focus on the Australian market. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.

In this role, you will work closely with our financial advisors to provide exceptional support and ensure that our clients receive the highest quality of service. You will be responsible for a range of tasks, including data analysis, financial modeling, and client communication.

This is an exciting opportunity to join a dynamic and growing firm. If you are a detail-oriented professional with a strong work ethic, we encourage you to apply.

📋 Tanggung Jawab Pekerjaan

Tanggung Jawab:

  • Assist financial advisors in developing and implementing financial plans for clients.
  • Conduct thorough data analysis to support financial planning recommendations.
  • Prepare financial models and forecasts to illustrate potential outcomes for clients.
  • Maintain accurate and up-to-date client records and financial information.
  • Communicate effectively with clients to explain financial concepts and recommendations.
  • Collaborate with the team to ensure timely and accurate completion of client deliverables.
  • Stay current with industry trends and best practices in financial planning.
  • Provide administrative support to the financial advisory team as needed.

    • 🎓 Kualifikasi & Syarat

    Kualifikasi:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Minimum of 5 years of experience in financial planning or a related role.
  • Strong knowledge of financial planning software and tools.
  • Excellent analytical and problem-solving skills.
  • Proven ability to work independently and as part of a team.
  • Strong communication and interpersonal skills.
  • Proficiency in English, both written and spoken.
  • Familiarity with the Australian financial market is a plus.

    • 🛠️ Keahlian

    Financial planningdata analysisfinancial modelingclient communicationfinancial softwareindustry knowledgeteamworkproblem-solving
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