Key Responsibilities:
Assist with client documentation and policy servicing
Coordinate appointments and follow-ups
Support consultants in preparing portfolio summaries (training provided)
Handle basic administrative and operational tasks
What You’ll Gain:
Exposure to financial planning and business operations
Mentorship from experienced consultants
Opportunity to sit in client meetings and learn advisory skills
Requirements:
Minimum age 21
Local Diploma / A Levels and above
Strong communication and organizational skills
Positive attitude and willingness to learn
Details:
Flexible working hours
Training provided
Competitive allowance with performance incentives