Senior Paraplanner

14 hours ago

Singapore Global Financial Consultants 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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