Financial Para-planner

7 days 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.

- 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

**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

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 Planners

    2 weeks ago

    Singapore Roland Tay Organisation (RTO) Full time

    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 Planner

    1 week ago

    Singapore Planners Full time

    Hey there, Financial Wizards! Are you looking for a thrilling new challenge? Look no further than our Financial Planner position! We are on the hunt for bright, hardworking, and approachable individuals who are ready to take the financial world by storm. As a Financial Planner, you will be taking a holistic approach to: - Manage your clients' financial...

  • Financial Planner

    1 day ago

    Singapore Manulife Financial Advisers Full time

    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 ratings. **Key...

  • Part-time Financial Planner

    1 week ago

    Singapore Planners Full time

    Hey there, Financial Wizards! Are you looking for a thrilling new challenge? Look no further than our Financial Planner position! We are on the hunt for bright, hardworking, and approachable individuals who are ready to take the financial world by storm. As a Financial Planner, you will be taking a holistic approach to: - Manage your clients' financial...

  • Bank Financial Planner

    1 day ago

    Singapore Hiring Singapore Base Career Full time

    **Looking for BANK Financial Planners** A Global Bank Group is looking to immediately fill 20 Positions. - Benefits:_ - Quarterly Bonus - Career Progression - Annual Travel - Cash Incentives - Job Requirement:_ - Basic Local Education - Minimum A Level / Diploma & Above - Fresh Graduate and Mid Career Switch Welcome - Job Scope:_ - Relationship Manager -...

  • Client Services Manager

    5 days 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...

  • Senior Executive, Actuarial

    2 weeks ago

    Singapore Manulife Financial Full time

    JOB DESCRIPTION Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see — and discover that better can take you anywhere you want to go. Responsibilities Preparation and analysis of Drivers of Earnings and CSM rollforward under IFRS17 Support for...

  • Financial Advisers

    2 weeks ago

    Singapore Bright Point International Financial (SG) Full time

    Bright Point International Financial (SG) SingaporePosted 2 hours ago In-Office Permanent Competitive Bright Point Financial Group (BPI) is a boutique financial services firm offering a one-stop shop service to institutional clients across global market access, derivatives clearing, OTC derivatives, inter-dealer broking, and precious metals trade...

  • Management Associate

    2 weeks ago

    Singapore GYC FINANCIAL ADVISORY PTE LTD Full time

    **What is this position about?** Have you been intrigued about how finance professionals really manage money to create wealth for their clients?What is the scientific way that is based on peer-reviewed research and solid evidence to help one achieve true investment success? If you have ever asked yourself these questions and wanted to dig more into the...

  • Financial Consultant

    1 week ago

    Singapore JP INSURE LLP Full time

    Looking for individuals with responsibility and integrity. Ex-insurance agents, financial planners, bankers, brokers welcome. Job is to analyze & design solutions for financial needs. Work with both individuals and corporate. With or without prior experience is fine, but must have the right attitude. Desire for work life balance, yet discipline.