Money is powerful but it is not almighty. At Soul Wealthy Group, we want our clients to be rich in assets and in spirit. Our independent financial planners walk with them through life’s different stages, using our financial planning expertise to help them generate, accumulate and preserve wealth. And when they are ready to join The Guild of Generations, our inner circle of business owners and high net worth individuals who believe in doing well and doing good, we work with them to structure their will and estate — to bequeath their wealth in a manner that benefits future generations. This is how our team of independent financial planners and estate planners, together with our regional partners, create Generation for Generations.
A paraplanner assists a financial planner administratively and allows financial planners to focus on working closely with clients and identify their financial needs.
Key Responsibilities:
- Assistant to a principal financial planner
- Preparation of client presentation materials
- Preparation of comprehensive financial plans
- Preparation of insurance recommendation reports and proposals
- Preparation of investment performance reports and proposals
- Analysis of insurance portfolios and restructuring reports
- Analysis of investment portfolios and performance reports
- General administrative tasks
Requirements:
- Minimum age 21 years old due to regulatory requirements.
- Singapore or Singapore PR due to regulatory requirements.
- A recognized degree. Tertiary students may also apply.
- Ability to effectively interact and communicate with a broad range of people.
- Able to take initiative and work well in a team environment.
- Pleasant personality and good learning attitude.
Contract Period: 1 Year
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- Company:
Soul Wealthy Group Representing Financial Alliance Pte Ltd - Designation:
Para-Planner - Profession:
Admin / Secretarial - Industry:
Finance - Location:
Bukit Merah