
Para Planners
21 hours ago
**Two are better than one because they have good return for their labour**
**A cord of three strands is not quickly broken.**:
**Para Planners**:
Support our senior advisers by laying a solid foundation of client financial data and analysis.
This unique opportunity allows you to learn the ropes of LPA’s financial advisory experience firsthand. You will shadow and support the senior advisors in servicing clients and be exposed to various aspects of the business.
***:**
The Diligent Cultivator**:
- Pre
- and post-meeting processing such as fact-checking for clients and following up on action items
Supporting advisors on implementation of investment recommendations and corporate actions
- Administration like billing and servicing
- Presenting at company seminars
***:**
Requirements**:
- At least a university degree, preferably in Business, Accountancy and/or Finance
- Relevant experience in the Finance industry will be an advantage
Responsible, proactive, resourceful and able to work independently with mínimal supervision
- Service-minded, positive working attitude, willingness to learn and take up new tasks as and when assigned
- CMFAS certification preferred
-
Para-adviser / Para-planner
1 week ago
Singapore ASCEND LIFE SG Full timeA Para-Planner is a professional supporting role to an established Financial Services Director in helping to streamline, increase efficiency, smoothen and delight client experience as they make financial planning decisions with the financial services director. A Para-planner provide complementary support functions in the full sales process, especially in...
-
Financial Para-planner
1 week ago
Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full timeGlobal Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...
-
Financial Para-planner
3 days ago
Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full timeGlobal Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...
-
Financial Advisers
21 hours ago
Singapore Life Planning Associates Full time**Two are better than one because they have good return for their labour** **A cord of three strands is not quickly broken.**: **Advisers**: **The Improbable Essential**: As you may have gathered, at LPA we do more than financial planning. Our name reveals that we recognise that financial planning fits into the larger agenda of life planning. Not everyone...
-
Client Services Manager
21 hours ago
Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full timeGlobal Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...