My main objective is to assist the Financial Advisor, focusing on new businesses and financial planning for clients. I am responsible for writing advice, suitability reports to our clients. I will illustrate financial savings projections to look out for any financial shortfalls for clients. I will collate data from various investments, UK pensions and providers for Critical yield comparison with our products. I also maintain good relations with clients and to meet their expectations.

I am a para planner and I work closely in a team of an advisor and administrator. Our main focus is on financial planning; handling investments, insurance and pensions. I am responsible for writing advice, suitability reports and recommendations to our clients. I perform analytical research on investment funds by understanding the strategic allocations, portfolio diversification areas, performance and volatility. I constantly monitor the implemented proposals and strategies to keep clients up-to-date with the latest status. Preparing clients' financial statements and ratios, cash flow analysis and income projections, and updating portfolio valuations. Together with the team, we ensure that all of our clients' expectations are met.

I managed the client onboarding process by obtaining AML documentation for KYC checks and compliance before preparing investment, insurance and pension applications for submission; ensuring all communications are of highest standards to maintain client service excellence. I was also responsible for tracking the completion of applications against an agreed timescale and keeping clients up-to-date with their status. Monitored trade dealings and settlements after submission, as well as ad-hoc updates for clients.

Managed the tax manager's diary for the purpose of easing his administrative tasks, and picked up on clients' UK property rental accounts calculations under the guidance of the tax adviser. Rendered assistance to the marketing manager, facilitating in marketing and events projects.

Was tasked with a huge responsibility in handling the 2013 Annual Agency Fees for all passenger and cargo agencies in Asia, including the Pacific Islands; liaising with the Customer Service, Finance, Remittance and IT departments for this major annual invoicing affair. Alongside with the Managers of the Invoicing & Credit team, facilitated in the ad-hoc billings and the migration process for SAP.

After a year in the backend department of the CPF Life Scheme, was transferred to the Customer Service division to handle the general queries of the retirement and housing board schemes. Retirement payouts and the Minimum Sum calculations were a daily task for answering questions to the members of the public, as well as doing ad-hoc administrative duties. Awarded for CPF Ambassador in 2009, for achieving targets of compliments from the members of the public.