
PARAPLANNER | Fixed Dayshift and Weekends Off
18 hours ago
Overview
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WHEN WAS THE LAST TIME YOU HAD FUN AT WORK?
If you're a talented individual who loves challenges, be part of our growing team as a Paraplanner now
What’s in it for me?- Be part of a Young, Motivated and Agile company
- Grow Learn Guide While having FUN
- Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break
- College graduate (BS Engineering, BS Mathematics, BS Statistics, or equivalent)
- Experience in writing documents(legal, finance, banking, engineering, and other related fields) is a PLUS
- Strategic problem solver; logical thinker; strong analytical/research skills
- Excellent communication and interpersonal skills
- Excellent report writing skills; high level of English proficiency
- Ability to work independently and meet target submissions/due dates
- Intermediate to proficient skill level in: MS Outlook, Excel, Word and PowerPoint
- Produce professional, high quality, accurate and compliant advice documents with appropriate strategic & investment recommendations with the use of designated/required financial planning software
- Prepare compliant advice support documents
- Ability to understand and compare basic money management options
- Prepare accurate financial modelling and compare different financial planning modelling scenarios with the use of the designated/required software
- Liaise efficiently and clearly with clients (advisers) to obtain needed information and to notify them clearly regarding the progress status of the requested document
- Completion of allocated work within the specified time frames (meeting target submission and due dates)
- Provide technical support to clients
- Build solid relationships with each client assigned to you, continually looking for ways to further assist and help our clients (this may be through new services, better tools, etc.)
- Actively contribute to our positive and dynamic team culture
For more information about our company, visit our website:
Seniority level- Entry level
- Contract
- Finance and Sales
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