
PARAPLANNER | Fixed Dayshift and Weekends Off
3 weeks ago
Overview
Be part of our growing team as a Paraplanner. If you’re a talented individual who loves challenges, apply 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
- 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
- 2 Years or more relevant experience in Paraplanning
- Advanced Diploma of Paraplanning (formerly known as RG-146 Certification) is a plus
- College graduate with experience in writing documents (legal, finance, banking, engineering, and other related fields)
- Excellent report writing skills; high level of English proficiency
- Intermediate to proficient skill level in: MS Outlook, Excel, Word and PowerPoint
- Amenable to working on-site for 2-4 weeks of training and will be deployed for WAH after
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
For more information about our company, visit our website:
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