Executive/Senior Executive—Client Engagement & Planning Support
We are looking for a young, enthusiastic, and motivated individual with some experience in financial planning to support our advisory team and grow with HappyWise.
KEY RESPONSIBILITIES
Financial planning support—data gathering, analysis, and plan preparation -Portfolio & Review preparation
Research and paraplanning support -Client follow-ups and engagement
-Assisting in meetings and presentations
-Coordination with operations and other team members
-Supporting marketing and client initiatives
-Learning and contributing to the overall advisory process.
WHAT WE ARE LOOKING FOR -1 to 4 years Of experience in financial planning / paraplanning / advisory.
-QPFP / CFP (pursuing or completed) preferred.
Valuable knowledge of mutual funds, insurance, and financial planning. -Robust analytical skills and attention to detail.
Valuable communication skills and a team player.
Eagerness to learn, grow, and take on responsibility.