Financial Para-planner

19 hours ago

Remote, Singapore Career Edge Asia Pte Ltd Full time

$xxx + AWS + VB + allowance

5 working days, Mon - Fri, normal office hours

Location: Central

**Responsibilities**:

- Client Reviews
- New Business / Existing Business Applications
- Statement(s) of Advice
- SIPP Applications
- Maintaining of client files and records
- Arrangement of Review Meetings with clients
- Reviewing and Processing of New Business / Existing Business Applications for submission
- Deal with outstanding requirements from service providers / clients accordingly

**Requirements**:

- 2+ years of industry-related financial para-planner experience preferred
- Proficient in English both verbal and written
- Detailed and accurate
- Excellent communication and presentation skills

**Please connect us via LinkedIn as follows for efficient messaging**:
**Do Join us at TELEGRAM by searching “CAREER EDGE JOB OPPORTUNITIES” to receive fast job alert**

Attn: Jace Tay (Registration No.: R1331152)

CAREER EDGE ASIA PTE LTD
EA Licence Number: 13C6678

**More Information**:
**Salary Offer **$3500-$5000

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