Assistant Financial Planning

**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...

Job Description: 85% of Singaporean have not written their Will yet! If you are passionate about helping people, this may be the career you are looking for As a Will Planning Associate, your role is to approach customers and introduce them to Council of Estate Planning (CEP) lawyers & Estate Planning Specialists. You will be a one point contact to your...

Varsity Entrepreneur Internship (VEIN) In addition to the corporate training programme, undergrads will benefit from a specially curated in-house 10-week internship programme designed by us. Launched in 2012, VEIN Program is an internship program that allows undergrads to experience and understand more about the financial planning career, and to eventually...

Permanent Employee, full-time, Singapore **What you will be doing**: - Preparing financial statements for clients - Preparing financial highlights disclosures for financial statements - Preparing excel schedules and notes as support for financial statements - Liaising with external parties in relation to financial statements, including investment managers,...

**Business Development & Partnership Support** - Assist in identifying and developing new business opportunities for FPAS programs, courses, and certifications. - Support outreach to corporate partners, training providers, and industry stakeholders to promote FPAS offerings. - Coordinate logistics and provide administrative support for events, seminars,...

Brief overviewDM Financial ("DM") is a professional services firm with offices in Singapore, Ireland, Cayman Islands, Netherlands, Bulgaria, Luxembourg and United Kingdom. We provide specialised accounting services to investment vehicles which have combined asset values of approximately US$848bn. Our range of clients, complexity of client investments,...

**Responsibilities**: Provide clients with advice on financial matters, making recommendations on the ways to achieve their financial goals using various financial solution from different companies. **Job Duties**: - contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises; - conducting...

Assist clients with financial planning such as Insurance Planning, WealthAccumulation and Wealth Preservation. - Assist clients with Investment Planning such as Collective Investment Schemes. - Assist client with Health Insurance Planning. - Assisting clients with their financial decision planning. - Ability to assess the needs of the client’s financial...

**_Job Summary: _** The Junior Financial & Planning Analyst will assist in forecasting, analyzing and reporting financial data in order to provide accurate and timely financial information to the management team of the company. **Core Accountabilities**: - Assist with budgeting and forecasting activities - Prepare financial reports, such as balance sheets...

Join us as a Financial Planner Kickstart a career where you can empower others through tailored financial advice.Some careers grow faster than others As an HSBC Life Financial Planner, you'll help customers with their financial journey. You'll guide them in achieving their financial goals, no matter what they are. You'll support them in mapping out their...