Financial Planner Assistant

4 days ago


Singapore PROGENY (SG) PTE. LTD. Full time
About Progeny

Progeny (SG) Pte. Ltd. is a leading professional advisory firm providing integrated financial and legal services for private clients, businesses, family offices, and charities.

We pride ourselves on building successful relationships by delivering high-quality service, upholding accountability, and prioritizing personal commitment to our clients, team members, and the community.

We are committed to nurturing wealth for today, tomorrow, and generations to come.

Job Overview

This exciting role offers an opportunity to support Progeny's Financial Planners in creating and compiling quality financial planning reports and conducting research on financial strategies, plans, and products.

The successful candidate will contribute to the growth and succession of the Wealth Team, driving the expansion of the firm's financial planning capabilities.

Key Responsibilities
  • Support Financial Planners in research and analysis to meet client needs and objectives.
  • Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad-hoc advice reports.
  • Compile cash flow models when required as part of the advice process.
  • Attend client meetings with Financial Planners as required, presenting cash flow to clients as needed.
  • Provide clients with a positive professional experience, offering qualified knowledge and ongoing assistance.
Requirements
  • Diploma or higher academic qualification.
  • Minimum 1 year of paraplanning experience within an advisory practice.
  • Good understanding of technical calculations, confident in working independently.
  • Able to interpret complex planning into clear, concise reports.
  • Strong report writing skills, excellent IT skills, especially in Word and Excel.
  • Well-organized, able to work efficiently to deadlines.
What We Offer

Competitive salary: SGD $45,000 - SGD $60,000 per annum.

Opportunities for career growth and professional development.

Collaborative and dynamic work environment.



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