Senior Paraplanner

**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