Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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Minimum 5 years of Finance & Accounting experience, preferably in concrete precast manufacturing, manufacturing, construction, engineering or project-based industries.
Strong hands-on experience in accounting operations, cash flow management and financial controls.
Experience in Accounts Payable, Accounts Receivable, collections and payment planning.
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Attend Daily Business Learning Session from 8:30 AM – 10:00 AM, Monday to Friday, including business sharing, market updates, training and team discussions.
Participate in structured onboarding and training covering financial planning, insurance fundamentals, product knowledge, customer needs analysis and professional development.
Assist in business development activities, including market research, customer segmentation and identifying potential business opportunities.
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Attend Daily Business Learning Session from 8:30 AM – 10:00 AM, Monday to Friday, including business sharing, market updates, training and team discussions.
Participate in structured onboarding and training covering financial planning, insurance fundamentals, product knowledge, customer needs analysis and professional development.
Assist in business development activities, including market research, customer segmentation and identifying potential business opportunities.
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