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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Candidate must possess or currently pursuing a Diploma or Bachelor's Degree in Food Technology / Science & Nutrition / Culinary Arts / Chemistry / Biology or equivalent.