James Chen Organisation – Para-planner

We are looking for paraplanner assistance to assist 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.
• CMFAS papers M5, M6, M8, M9, HI are required. (training with be provided if candidate does not provide relevant certificates)