job description
Join Vertical Capital Markets as a Senior Para Planner and take your financial advisory career to the next level with a 95% remote work model tailored for professionals in Bali’s most vibrant locations—Canggu, Ubud, Denpasar, and beyond. This role offers unparalleled growth opportunities in the dynamic Australian financial services sector, where your expertise will directly support high-net-worth clients and financial advisors.
As a key member of our team, you’ll play a pivotal role in crafting strategic financial plans, conducting in-depth research, and ensuring compliance with Australian regulatory standards. With a focus on mentorship and leadership, you’ll collaborate with senior advisors to deliver tailored solutions that drive client success. Whether you’re based in the cultural hub of Ubud or the coastal energy of Canggu, this position empowers you to thrive professionally while enjoying Bali’s world-class lifestyle.
Why this role stands out:
- Flexible Remote Work: 95% remote with occasional in-person collaboration.
- Career Growth: Clear pathways to advance in financial planning and advisory.
- Global Impact: Work with Australian clients and stay ahead of international financial trends.
- Work-Life Balance: Leverage Bali’s inspiring environment to fuel productivity and creativity.
Responsibility
- Develop and refine comprehensive financial plans for Australian clients, ensuring alignment with their long-term goals and risk tolerance.
- Conduct in-depth market research and analysis to identify investment opportunities and mitigate risks.
- Collaborate with Senior Financial Advisors to prepare client reports, presentations, and strategic recommendations.
- Ensure all financial advice and documentation complies with ASIC regulations and industry best practices.
- Mentor junior team members, providing guidance on technical skills, client management, and regulatory compliance.
- Leverage financial modeling tools to project outcomes and optimize client portfolios.
- Stay updated on Australian tax laws, superannuation, and retirement planning to deliver accurate advice.
- Facilitate seamless communication between advisors, clients, and internal stakeholders.
Qualifications
- Minimum 5 years of experience in financial planning, para-planning, or a related advisory role, with exposure to the Australian market.
- Bachelor’s degree in Finance, Economics, Business, or a related field; RG146 compliance or progress toward CFP certification is a plus.
- Proven expertise in financial modeling, portfolio analysis, and retirement planning.
- Strong understanding of ASIC regulations, FOFA reforms, and Australian tax structures.
- Exceptional analytical, communication, and stakeholder management skills.
- Proficiency in financial software (e.g., XPLAN, Midwinter, or Class) and Microsoft Office Suite.
- Ability to work independently in a remote setting while maintaining high productivity and attention to detail.
- Prior experience in mentoring or leading teams is highly desirable.