Financial Para-planner
5 days ago
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 top-up 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.
-
Financial Para-planner
2 weeks ago
Singapore Global Financial Consultants Pte Ltd Full timeGlobal 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...
-
Para-adviser / Para-planner
5 days ago
Singapore ASCEND LIFE SG Full timeA 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...
-
Financial Planner
1 week ago
Singapore Manulife Financial Advisers Full time**Financial Planner** Are you an ambitious financial professional looking to elevate your career? Join us for professional and personal development while making a meaningful impact in the lives of our clients. Established in 1899, Manulife Singapore has been assigned an insurer financial strength rating of AA- with a stable outlook by S&P Global...
-
Senior Manager, Fund Accounting
5 days ago
Singapore Manulife Financial Full timeThe Senior Manager, Fund Accounting & Financial Reporting will be a key member of the team within Asia Investment Operations group responsible for managing all aspects of Fund Accounting, Fund Financial Reporting and Tax matters across the Company's Investment Fund platforms including but not limited to: Position Responsibilities: Assist with audits of...
-
Singapore Manulife Financial Full timeWe are seeking a highly motivated and experienced individual to join the Strategy & Performance Management team. This role will contribute towards driving both strategic initiatives and performance management for our multi-financial advisory channels. The successful candidate will oversee key performance indicators (KPIs), reporting, and drive strategic...
-
Singapore Manulife Financial Full timeWe are seeking a highly motivated and experienced individual to join the Strategy & Performance Management team. This role will contribute towards driving both strategic initiatives and performance management for our multi-financial advisory channels. The successful candidate will oversee key performance indicators (KPIs), reporting, and drive strategic...
-
Financial Planner
2 weeks ago
Singapore Singapore Full timeLooking to hire Financial Planner (5 slots available) Office in CBD area Job scope : Sales, Client relationships building, Insurance and Investments, Retirement/Financial/Estate/Protection Plannings. Perks: Travel opportunity yearly Good working environment Clear career progression Professional training **JOB REQUIREMENT** Min required qualification :...
-
Senior Manager, Fund Accounting
5 days ago
Singapore Manulife Financial Full timeThe Senior Manager, Fund Accounting & Financial Reporting will be a key member of the team within Asia Investment Operations group responsible for managing all aspects of Fund Accounting, Fund Financial Reporting and Tax matters across the Company's Investment Fund platforms including but not limited to: Position Responsibilities: Assist with audits of...
-
Salaried Para-adviser
5 days ago
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...
-
Financial Planner
2 weeks ago
Singapore FLA Organization Pte Ltd Full time**Role & Responsibilities**: - Adopting the needs based approach to provide solutions to meet customers financial needs - Develop and implement wealth preservation and wealth accumulation plans - Build and establish customer relationships - **Develop new customer relationships**: - Ensure all operational transactions are executed expeditiously with minimum...
