Join us as a Paraplanner in a structured financial advisory environment where you will build a strong foundation in wealth planning, client advisory, and financial strategy support. This role is designed for individuals who are keen to develop a long-term career in the finance industry, with clear training and progression pathways towards client-facing and managerial positions.
No prior experience is required as structured training, coaching, and mentorship will be provided to support your professional development and certification journey.
Job Responsibilities
- Support client acquisition and onboarding processes
- Assist in wealth accumulation and protection planning
- Prepare and support financial planning recommendations and proposals
- Maintain and develop long-term client relationships
- Work closely with managers during advisory discussions and fieldwork sessions
We Provide
- Coaching and support to complete 4 basic certifications and required advisory classes
- Structured exposure to real financial planning processes with experienced managers
- On-the-job training through joint fieldwork sessions
- Mentorship programme with clear progression to managerial roles within 2 years
- Supportive environment with work-life balance
Requirements
- Aged 21 and above
- Local Diploma, A Levels, or Degree in any discipline
- Detail-oriented with a strong sense of responsibility
- Positive attitude and willingness to learn
- Strong interest in financial planning and advisory work
