Para-Planner

Join a career that will make you proud Apply now as a Para-Planner and take the first step towards an exciting new journey:
Opportunity to progress as a full-fledged financial advisor
Family-oriented and open team culture
On-the-job training provided
Job responsibilities:
Preparing presentation materials using Keynote/PowerPoint
Using Excel to generate financial reports
Analysing data to propose customised financial solutions
Documentation for estate planning and will writing
Supporting Financial Services Consultant during out-of-office meetings
Minimum requirements:
Academic requirements:
GCE 'A' Levels / International Baccalaureate (IB) Diploma, OR
Local polytechnic diploma, OR
Other equivalent or higher qualification

About Warren & Associates:
We are a team of dedicated Financial Services Consultants representing both AIA Singapore Private Limited and Precepts Legacy Private Limited. We specialise in providing comprehensive financi...