Senior Paraplanner

13 hours ago

Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time
Position Title: Senior Paraplanner (Team Lead)
Reports To: Chief Operating Officer / Head of Wealth Planning
Direct Reports: Paraplanners (2-3 initially)
Location: Singapore
Purpose of the Role
To manage the paraplanning function at GFC, ensuring advisers are supported with timely, accurate, and compliant reports. The role is hands-on, combining technical report writing with team leadership, process improvement, and responsibility for embedding new systems (cash flow modelling and CRM).
Key Responsibilities
Leadership & Management
  • Lead the paraplanning team, setting standards for report quality and turnaround times
  • Mentor junior paraplanners and provide feedback on technical work
  • Manage workflow allocation across the team
Technical & Advisory Support
  • Research products, funds, and planning strategies
  • Draft and review suitability reports, proposals, and recommendation letters
  • Provide technical support to advisers on complex cases
  • Attend client meetings to explain technical detail where needed
Process & Systems Improvement
  • Streamline report templates and paraplanning workflows
  • Embed cash flow modelling software into client reviews
  • Drive adoption of the new CRM system, ensuring it is used for case management, reporting, and compliance
Compliance & Quality Assurance
  • Ensure all reports meet MAS regulatory standards and internal compliance requirements
  • Maintain accurate audit trails and documentation in CRM
  • Assist COO/Compliance in preparation for audits
Skills & Experience Required
  • 4-7 years in paraplanning or financial planning (some advisory experience an advantage)
  • CMFAS qualifications required/preferred: Modules 5, 8, 8A, 9, 9A, and HI
  • Strong knowledge of international planning, investment platforms, and life insurance wrappers
  • Experience with cash flow modelling and CRM systems (Zoho a plus)
  • Excellent written and spoken English
  • Team management experience preferred, or readiness to step into a lead role
Compensation & Benefits
  • Base salary: SGD 5,000 - 6,000 per month
  • Performance bonus: linked to quality and efficiency KPIs
  • Medical insurance and professional development support
  • Annual leave entitlement in line with firm policy
Personal Attributes
  • Detail-driven and client-focused
  • Strong leadership and communication skills
  • Tech-savvy and adaptable to new systems
  • Proactive, organised, and able to work independently
  • Professional and discreet in handling confidential information

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