Financial Para-planner

22 hours 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 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

    1 week 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...

  • Para-adviser / Para-planner

    21 hours 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...

  • Financial Planner

    1 week ago

    Singapore Financial Services Managers Association (FSMA) Full time

    Fast Track to Financial Leadership: HSBC Life Financial Planner / Management Trainee (Investment) Are you ready to accelerate your career in the world of finance? HSBC Life is seeking ambitious Management Trainees to join our team and shape the future of wealth management. This isn't just a job; it's a launchpad to leadership, offering rapid career...

  • Financial Planners

    6 days ago

    Singapore Roland Tay Organisation (RTO) Full time $60,000 - $120,000 per year

    Whether you are fresh from school or an experienced professional; or even an experienced Financial Planner. We offers and provide you with the opportunities to transform your dreams into realities.You will be train by our Top Financial Honorary Director and he will support your business to grow. You will also be given with quality leads to help your kick...

  • Financial Consultant

    6 days ago

    Singapore Global Financial Consultants Full time $80,000 - $120,000 per year

    FinanceDue to the phenomenal growth of our business and the huge potential in the Singapore market we are offering an incredible opportunity for experienced Financial Advisors, IFA's, Certified Financial Planners or Financial Consultants to relocate and join our team. We are also open to discussions with proven business writers from within Singapore. We...

  • Financial Planner

    7 days ago

    Singapore Financial Services Managers Association (FSMA) Full time

    Roles & Responsibilities Fast Track to Financial Leadership: HSBC Life Financial Planner / Management Trainee (Investment) Are you ready to accelerate your career in the world of finance? HSBC Life is seeking ambitious Management Trainees to join our team and shape the future of wealth management. This isn't just a job; it's a launchpad to leadership,...

  • Financial Planner #sgunitedjobs

    22 hours ago

    Singapore RLO GENERAL INSURANCE AGENCY Full time

    Welcome to Alliance Organisation career page. We are looking for Financial Planners to help clients manage their finances. You will be your clients' trusted advisor in areas including investments, cash flow, savings, and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development....

  • Salaried Para-adviser

    22 hours 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 #sgunitedjobs

    2 weeks ago

    Singapore RLO GENERAL INSURANCE AGENCY Full time

    Alliance Organisation an agency unit representing AXA Insurance Pte Ltd (Reg. No. 199903512M) is now part of HSBC Group A Financial Planner like any self-employed business owner has multiple hats to wear. The learning curve for providing financial services is extremely steep. Plus, the need to learn entrepreneurship is mind blowing. Running an effective...

  • Adviser (Para Planner)

    1 week ago

    Singapore LIFE PLANNING ASSOCIATES PRIVATE LIMITED Full time

    This unique opportunity will foster your professional growth through the dynamic learning experience of LPA’s financial advisory services. You will shadow and support our senior advisers in servicing clients through the comprehensive analysis of our clients’ financial data and circumstances. You will be exposed to the various aspects of holistic...