PARAPLANNER | No Experience Needed Fixed Dayshift and Weekends Off

Fresher

Job Description

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

What are the proficiencies expected of me

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!
ABSOLUTE attention to details
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
Excellent time management skills
Intermediate to proficient skill level in: MS Outlook, Excel, Word and PowerPoint

What are the things expected of me

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

If you're a talented individual who loves challenges, BE PART OF OUR GROWING TEAM and APPLY NOW!