Job Description

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