Job Description
We are seeking a motivated and detail-oriented Client Services Officer/Paraplanner to join our dynamic team. This is a remote position, allowing you to work from the comfort of your home. We are looking for someone to work with us 2 days per week (16 hours)(which could increase to 3 days)
Key Responsibilities
• Prepare detailed financial plans (SOAs and ROAs) and projections/modelling for our adviser clients.
• Complete Strategy papers, BID papers, research products and strategies
• Assist with Implementation and Day to day office running
• Manage multiple tasks efficiently.
Qualifications:
• Minimum of 3 years of experience in a paraplanning role.
• Proficiency in financial planning software AdviserLogic
• Strong attention to detail and organizational skills.
• Ability to work independently and thinking outside of box
• Excellent communication and interpersonal skills.
• DFP/ADFP (min)
Advantages:
• Competitive salary equivalent of $70,000(inc SG) Full time p.a
• Work-from-home arrangement.
• Opportunities for professional development and career advancement.