About the Role
Support the paraplanner in preparing for client meetings, including financial planning, investment reviews, insurance solutions, and client servicing activities.
Assist in preparing financial reports, proposals, and client documentation while ensuring accurate record management.
Coordinate with clients and internal teams to deliver excellent customer service and ensure smooth operational processes.
Contribute to business development initiatives, client engagement activities, and departmental projects.
Participate in training programmes to develop knowledge in financial planning, investment, insurance, and industry best practices.
Requirements
Currently pursuing or completed a Degree in Business Administration, Financial Service, or related fields
Holding certifications such as CFP, IFP, RFP, or SHRFP is advantageous.
Good communication and interpersonal skills
Detail-oriented with strong organizational skills
Master in proficiency in Microsoft Office (Word, Excel, PowerPoint)