Some of the important responsibilities include engaging with clients, performing financial analyses, drafting financial planning proposals and minutes, presenting financial plans and reports, peer-reviewing financial plans, annual client review meetings, assisting clients in completing documents and supervising the implementation process of financial plans; all the while ensuring compliance and client confidentiality. Additionally, my role includes facilitating training session, which is held weekly to newly appointed articled financial planners.

Engaging with clients, performing financial analyses, drafting financial planning proposals and minutes, annual client review meetings, assisting clients in completing documents and supervising the implementation process of financial plans; all the while ensuring compliance and client confidentiality.

Database management & checking, importing/exporting databases, database troubleshooting query handling and attribute manipulation. Other responsibilities included structural CAD drawing. (Housing rates review & property valuations)