: 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)
Benefits:
Market-market-competitive salary equivalent of $70,000(inc SG) Full time p.a
Work-from-home arrangement.
Opportunities for career development and career advancement.