Para-adviser / Para-planner

3 days ago


Singapore ASCEND LIFE SG Full time

A Para-Planner is a professional supporting role to an established Financial Services Director in helping to streamline, increase efficiency, smoothen and delight client experience as they make financial planning decisions with the financial services director.

A Para-planner provide complementary support functions in the full sales process, especially in areas of KYC data, Proposal Analysis, comparison, consolidation work and smooth new business activation process.

**Job description**:

- Joint meetings with Director for client meetings for financial advisory.
- Analyse gaps, needs analysis based on KYC, recommend and propose solutions.
- Compare multiple insurer products features, benefits and limitations
- Creating Portfolio summaries and investment position updates using vendor reports
- Monitor client case onboarding and ensure successful case implementation
- Do up presentation pitch, sales deck
- Ensure proper documentation on KYC, and proper record keeping
- Campaign creation and arranging existing client review and appointment setting

**Requirements**:

- CMFAS Module 5/8/8A/9/9A/HI
- Min. Diploma, or degree certificate
- Fit and Proper, undischarged bankrupt as per Financial Advisory Act requirements, MAS.
- Ability to work on Word, Excel and PowerPoint
- Min 1 year experience in Bancassurance, Financial planning, FA role as sellers
- Good understanding of Balanced Scorecard, FAA guidelines.

**Advantage if you have the following**:

- Creative usage of Instagram, Facebook
- Good presentation deck skills to facilitate FSD on proposal presentation
- AFP, AFC, ChFC, CFP qualification will be an advantage

**Remuneration**:

- Fixed salary package + team bonus for sales growth to Director’s business revenue.
- Pick up top selling skills of a successful financial adviser and learn to pick up key selling process.
- Learn the ropes of HNW, retirement and estate planning markets so as to build your own segment eventually.
- Ability to build up own clientele and earn your own commissions without stress of sales target
- Option to transit to be an advisory master specialist that has a ready clientele with a rewarding FA income.



  • 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...


  • Singapore COLAB SOLUTIONS Full time

    **Job Description & Requirements**: A Para-Adviser (PA) is a professional supporting role to an established Financial Services Director in helping to streamline, increase efficiency, smoothen and delight client experience as they make financial planning decisions with the financial services director. PA provides complementary support functions in the full...

  • Para-educarer

    3 days ago


    Singapore ACEKIDZ CREATIVE EDUCARE Full time

    Para-Educarer Main job responsibility is to support teachers in the care and development of children in child care centres. They assist classroom teachers when conducting lessons and other classroom activities. The Para Personnel would also assist to coach individual children who may be physically or educationally challenged and can work with small groups...

  • Para-educarer

    4 days ago


    Singapore ACEKIDZ @ LAKEVISTA PTE. LTD. Full time

    Para-Educarer Main job responsibility is to support teachers in the care and development of children in child care centres. They assist classroom teachers when conducting lessons and other classroom activities. The Para Personnel would also assist to coach individual children who may be physically or educationally challenged and can work with small groups...


  • Singapore MY WORLD PRESCHOOL LTD. Full time

    Assist the Educator in planning and implementation of education programme for children from two (2) months to six (6) years of age - A role model to children, and believes in fostering positive attributes, explicitly and implicitly by example in the classroom - Understands of the developmental milestones and emerging skills in the first 6 years. Upholds...

  • Para-educator

    1 day ago


    Singapore Blossom Edugroup Full time

    Completed Certificate in Childhood Care and Education (CECCE) or its equivalent as recognised by ECDA - Committed to assist Childcare Teachers in the preparation and supervision of developmental activities - Provide routine care to pre-school children aged 5-6 years old - Joyful disposition, energetic and enjoys working with children - Good command of...

  • Para-educarer

    1 day ago


    Singapore Blossom Edugroup Full time

    Completed Fundamentals in Childhood Care and Education (Basic) or its equivalent as recognised by ECDA - Committed to assist Educarers in the preparation and supervision of developmental activities - Provide routine care to pre-school children aged 18 months - 4 years old - Joyful disposition, energetic and enjoys working with children - Good command of...

  • Jefe de Partie

    10 hours ago


    Singapore RAFFLES Full time

    **Jefe De Partie**¿Listo para una carrera increíble? Jugarás un papel fundamental en nuestra cocina trabajando junto a un equipo fantástico. La comida que prepara, cocina y sirve hace que nuestros huéspedes sonrían y deseen más. **Lo que hay para usted**: - En 3-4 puntos, muestre los beneficios y ventajas de trabajar en el hotel - Tarjeta de...

  • Botones

    1 day ago


    Singapore RAFFLES Full time

    **Botones/Maletero** Siempre prestando una mano con una sonrisa. Como Botones, su pasión por el hotel y su respeto por las pertenencias de nuestros huéspedes se asegurarán de que nuestros huéspedes se sientan bienvenidos tan pronto como lleguen. **Lo que hay para usted**: - En 3-4 puntos, muestre los beneficios y ventajas de trabajar en el hotel -...

  • Camarero/garzón

    1 day ago


    Singapore RAFFLES Full time

    **Camarero/Garzón**Usted es un embajador por el servicio excepcional junto a la cocina deben demostrar nuestra experiência en Alimentos & Bebidas. Su cálida atención personal y el conocimiento de nuestras excelentes ofertas hacen que los huéspedes se sientan únicos y valorados. **Lo que hay para usted**: - Tarjeta de Beneficios para colaboradores que...


  • Singapore RAFFLES Full time

    **Atendente de Ama de LlavesMucama** ¡Usted está en el corazón del hotel! Como Atendente de Ama de Llaves, asumirá la propiedad de las habitaciones, asegurándose de que nuestros huéspedes cuenten con un espacio limpio y cómodo, y sean parte de crear una experiência memorable para ellos. **Lo que hay para usted**: - En 3-4 puntos, muestre los...

  • Agente de Reservas

    4 days ago


    Singapore RAFFLES Full time

    **Agente de Reservas**Usted es el comienzo de una experiência excepcional para el huesped. Como agente de reservas, hará que nuestros huéspedes se sientan bienvenidos y reflejen la experiência excepcional que se produce cuando llegan! **Lo que hay para usted**: - En 3-4 puntos, muestre los beneficios y ventajas de trabajar en el hotel - Tarjeta de...

  • Cocinero

    10 hours ago


    Singapore RAFFLES Full time

    **Cocinero** ¿Tiene un apetito por la progresión profesional y está listo para llevar sus habilidades culinarias a una plataforma de clase mundial? Lleve su carrera a un nível completamente nuevo con nosotros y únase a nuestro equipo de cocina.. **Lo que hay para usted**: - En 3-4 puntos, muestre los beneficios y ventajas de trabajar en el hotel -...


  • Singapore Marriott International, Inc Full time

    **Additional Information** **Job Number**25036935 **Job Category**Management Development Programs/Interns **Location**The Ritz-Carlton Millenia Singapore, Marina Bay, Singapore, Singapore, Singapore, 39799 **Schedule**Full Time **Located Remotely?**N **Position Type** Non-Management Enriquezca sus estudios a través de nuestro Programa de Internados...


  • Singapore SOFITEL Full time

    **Atendente de Governança** Você está no coração do hotel! Como Atendente de Governança, você será o responsável dos quartos, garantindo que os hóspedes recebam um espaço limpo e confortável e façam parte de uma experiência memorável para eles. **O que há para você**: - Em 3- 4 pontos, mostre os benefícios e as vantagens de trabalhar no...


  • Singapore RAFFLES Full time

    **Supervisor de Alimentos & Bebidas**Apaixonado por interação com clientes de Alimentos & Bebidas? Como Supervisor de A&B, você vai liderar sua equipe para criar experiências inesquecíveis em alimentos e bebidas para os hóspedes. **O que há para você**: - Em 3- 4 pontos, mostre os benefícios e as vantagens de trabalhar no hotel/na sua área -...

  • Recepcionista

    1 day ago


    Singapore RAFFLES Full time

    **Recepcionista**As primeiras impressões são tudo! Como Recepcionista, você cuidará dos clientes desde o momento da chegada até a partida, garantindo que eles tenham uma experiência memorável conosco. **O que há para você**: - Em 3- 4 pontos, mostre os benefícios e as vantagens de trabalhar no hotel/na sua área - Cartão de benefícios do...

  • Agent-purchasing

    2 days ago


    Singapore Marriott International, Inc Full time

    **Additional Information** **Job Number**25020816 **Job Category**Procurement, Purchasing, and Quality Assurance **Location**The Singapore EDITION, 38 Cuscaden Road, Singapore, Singapore, Singapore, 249731 **Schedule**Full Time **Located Remotely?**N **Position Type** Non-Management Calcular cifras para las existencias de alimentos, pedidos y costos. Llevar...


  • Singapore Marriott International, Inc Full time

    **Additional Information** **Job Number**24211523 **Job Category**Management Development Programs/Interns **Location**The Singapore EDITION, 38 Cuscaden Road, Singapore, Singapore, Singapore, 249731 **Schedule**Full Time **Located Remotely?**N **Position Type** Non-Management Enriquezca sus estudios a través de nuestro Programa de Internados Hoteleros....


  • Singapore Marriott International, Inc Full time

    **Número de Empleo** 24057762 **Categoría de Empleo** Food and Beverage & Culinary **Ubicación** W Singapore - Sentosa Cove, 21 Ocean Way, Singapore, Singapore, Singapore VER EN MAPA **Horario** Full-Time **¿Ubicación remota?** N **¿Reubicación?** N **Tipo de Posición** Non-Management Se asegura de que el personal trabaje como un equipo para...