Financial Para-planner

2 weeks ago


Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time
Global Financial Consultants (GFC) is one of Singapore's most venerable and longest established wealth management and financial advisory businesses.

Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients' financial future whilst guiding them on the path to achieve their personal financial goals and objectives.

Our MAS regulated Financial Advisors pride themselves on providing professional and unbiased financial advice that helps our clients create and protect their wealth.


Due to our consistent expansion of business, we are keen to hire a new Financial Paraplanner to join our team.

This is mainly an administrative role that will require a proficient and enthusiastic individual.

You will be working alongside our Financial Advisors to provide support in the day to day tasks of Financial Planning and to liaise with clients.

In return, we can offer you unparalleled career path potential, valuable training and experience in the world of financial services in a lively professional working environment.

**Why GFC?: - Training & Support Provided - We ensure that you're given opportunities to succeed

  • Career Advancement Opportunities
  • Quarterly Team-Building Initiatives
  • Close-Knit Environment
  • Opportunity to work with a diverse team
  • Preparing client review pack and providers documents and others
  • Preparing new business sign up pack
  • Preparing statement of advice for existing clients / prospects
  • Preparing Pension sign up pack
  • Book review meeting for existing clients
  • Process client new business or topup to send over to providers for processing
  • Check Advisers calendar daily to make sure there are meeting rooms being booked
  • Scan in all confirmation/correspondence letters from providers to clients folder
  • Chase providers for new business on the pipeline for the respective Advisers you are working for
  • Submission of monthly spreadsheets to ensure maintainance of client details/status in CRM system
  • Any other general administrative work and other various ad hoc duties
**Key Requirements: - 2+ years of industry-related financial para-planner experience preferred

  • Proficient in English both verbal and written
  • Detailed and accurate
  • Excellent communication and presentation skills
  • Good time management
  • Excellent interpersonal management skills
  • Ability to prioritise and manage own workload without supervision
GFC is an equal opportunity employer and we value diversity at our company. We do not discriminate against employees based on race, color, religion, sex, national origin, age, disability or genetic information.

  • Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Roles & ResponsibilitiesGlobal Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst...


  • Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Roles & ResponsibilitiesGlobal Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst...

  • ParaPlanner

    2 weeks ago


    Singapore SP-Warren Associates Representing AIA Full time

    Join a Rewarding Career as a Para-PlannerAre you ready to embark on a fulfilling journey by becoming a Para-Planner in our dynamic team?Monthly salary ranges between $2.5k and $3kPathway to advance as a full-fledged financial advisor in just 1 yearFostering a family-oriented and inclusive team environmentReceive comprehensive on-the-job trainingJob...

  • Financial Planner

    2 weeks ago


    Singapore ARISE & THRIVE OFFICIAL PARTNERS PTE. LTD. Full time

    Hiring Financial Planner.Jobscope: Build Comprehensive financial plans. Educate Clients and answer questions about investment options and potential risks. Analyze financial information Prepare and revise financial reports/plans for clients Interact with the investment team to understand strategies, risks, and portfolios positioning. Generate new client...

  • 1-Month Career Trial

    1 month ago


    Singapore GEN Financial Advisory Full time

    Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial...

  • 1-Month Career Trial

    4 weeks ago


    Singapore GEN Financial Advisory Full time

    Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial...

  • ParaPlanner

    1 month ago


    Singapore SP-Warren Associates Representing AIA Full time

    Join a career that will make you proud! Apply now as a Para-Planner and take the first step towards an exciting new journey.Monthly salary ranges from $2.5k-$3k per monthOpportunity to progress as a full-fledged financial advisor within 1 yearFamily-oriented and open team cultureOn-the-job training providedJob Responsibilities:  As a Para-Planner, you will...

  • ParaPlanner

    4 weeks ago


    Singapore SP-Warren Associates Representing AIA Full time

    Join a career that will make you proud! Apply now as a Para-Planner and take the first step towards an exciting new journey.Monthly salary ranges from $2.5k-$3k per monthOpportunity to progress as a full-fledged financial advisor within 1 yearFamily-oriented and open team cultureOn-the-job training providedJob Responsibilities:  As a Para-Planner, you will...


  • Singapore LG ELECTRONICS SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description Responsible for focused review of cost structure management for profit driving. Work closely with the Business Partners to provide analytical support in commercial assessment. Support weekly, monthly and quarterly review of business performance for whole Asia, including P&L,capital, KPIs, and Spend based on...


  • Singapore Hiring Singapore Base Career Full time

    Looking for BANK Financial PlannersA Global Bank Group is looking to immediately fill 20 Positions. Benefits:_ Quarterly Bonus Career Progression Annual Travel Cash Incentives Job Requirement:_ Basic Local Education Minimum A Level / Diploma & Above Fresh Graduate and Mid Career Switch Welcome Job Scope:_ Relationship Manager Asset Management Investment...

  • Advance Care Planner

    3 months ago


    Singapore IPA ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesThe Advance Care Planner is responsible for developing and implementing care plans to help customers meet their objectives and managing customer relationships. He/She understands customer profiles and recommends suitable solutions to them. He is also in charge of attracting his own customers through networking sessions, relationship...


  • Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Roles & ResponsibilitiesGlobal Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst...


  • Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Roles & ResponsibilitiesGlobal Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst...

  • 1-Month Career Trial

    4 weeks ago


    Singapore GEN FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesAbout Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to...

  • 1-Month Career Trial

    4 weeks ago


    Singapore GEN FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesAbout Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to...

  • Financial Planner

    2 weeks ago


    Singapore JointHire Singapore Pte Ltd Full time

    About CompanyOur client is an authorized representative of AIA Singapore Pte Ltd. They provide innovative solutions to protect your life, health, and wealth with their wide range of insurance plans. Identify & acquire new clients for financial products. Understand the client's financial objectives and investment requirements. Analyze financial information...

  • Supply Planner

    2 weeks ago


    West Singapore JoinUs Asia Singapore Full time

    Our client is seeking a highly analytical and experienced supply planner to join their team. As a supply planner, you will keep track of inventory, anticipate demand, and suggest purchases to ensure production continuity.To be successful as a supply planner, you should be able to identify and anticipate market trends and suggest purchases to maintain...

  • Strategic Planner

    4 weeks ago


    Singapore TOTM TECHNOLOGIES LIMITED Full time

    Roles & ResponsibilitiesJob Scope: Work with the leadership team to identify the company’s short- and long-term goals Conduct market research and evaluate industry trends and deliver presentations on the research and findings Recommend changes and developing strategic plans to top management for evaluation Facilitate the strategic changes with senior...

  • Project Planner

    2 weeks ago


    Singapore Quess Corp Limited Full time

    Job Information:IndustryInsuranceSalary Work Experience- 4 yearsState/ProvincesingaporeCitysingaporeZip/Postal Code068897CountrySingaporePurpose of Job RoleThe Project Planner is data driven to create insights and trends to support the Customer Project Manager effectively and efficiently manage their Fulfillment Assignment Specifications (FAS) scope. Secure...

  • Financial Advisor

    2 weeks ago


    Singapore RGS PHARMA PTE. LTD. Full time

    We are looking for the Energetic and pro active Financial advisor for our esteemed compan- provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Assess client's overall financial picture, understand their needs and develop a solid financial plan Guide clients towards a...