见习理财规划师 - 应届毕业生

As a Trainee Paraplanner, you will work alongside Financial Advisers to support the delivery of high-quality financial advice to clients. Your primary responsibilities include conducting research on financial products and markets, analyzing client information and financial data, preparing detailed recommendations and reports, and assisting in the development of tailored financial plans. You will collaborate with the technical team to ensure accuracy and compliance in all client-facing materials.

No prior experience in financial planning is required, as full training will be provided. Candidates should possess strong analytical and research skills, excellent attention to detail, and the ability to communicate complex information clearly.

一家成熟的金融规划公司，提供财务规划服务，协助客户进行投资研究和建议准备。