
Adviser (Para Planner)
4 days ago
**Para Planners**:
Tired of quotas and being pressured into making financial services sales?
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 first-hand. You will shadow and support the senior advisers 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 advisers 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 certifications are advantageous.
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