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

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