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