Adviser (Para Planner)

2 weeks ago

Singapore LIFE PLANNING ASSOCIATES PRIVATE LIMITED Full time

This unique opportunity will foster your professional growth through the dynamic learning experience of LPA’s financial advisory services. You will shadow and support our senior advisers in servicing clients through the comprehensive analysis of our clients’ financial data and circumstances. You will be exposed to the various aspects of holistic financial planning including investing, insurance, estate planning and debt minimisation.

**The Diligent Cultivator**:

- Pre
- and post-meeting processing such as fact-checking for clients and following up on action items
- Supporting advisers on implementation of investment recommendations and corporate actions
- Presenting at company seminars
- Attending client meetings.

**Job highlights**:

- Client service focused, no sales quota.
- Supportive of personal and career development
- Profit share for contribution to the team’s success.

**Requirements**:

- At least a tertiary degree, preferably in Business, Accountancy and/or Finance.
- 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 certifications preferred or must be willing to take the licensing exams.

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