Role Overview
As an Assistant Financial Planner, you will support senior planners in preparing financial plans, analysing data, and servicing client requirements.
Key Responsibilities

• Gather and analyse client financial information
• Assist in preparing financial plans and investment proposals
• Participate in client meetings and reviews
• Track and report progress of financial plans

Ideal Profile

• Bachelor’s degree in Finance, Economics, or related field
• CFP / CFA aspirants preferred
• Strong analytical and numerical skills
• Clear communication and presentation abilities