Para Planners

1 week 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.**:
**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

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