Contract Paraplanner: Financial Planning & Estate Solutions

Warren & Associates; Singapore; On-site; SGD 45,000 - 67,000; Full time

Job summary

Warren & Associates in Singapore is offering a contract, on-site Paraplanner role. You will prepare financial plans, investment proposals and estate summaries tailored to client objectives, gathering data, researching products and ensuring regulatory compliance.

Collaborating with consultants and staff, you will maintain accurate records and deliver timely, high-quality client service, with opportunities to advance professional certifications.

Qualifications

• Solid foundation in financial planning to build client strategies.
• Analytical ability to assess data, risks and returns.
• Knowledge of investments, portfolio construction and product comparison.
• Strong report-writing to document plans and analyses.

Responsibilities

• Prepare financial plans, investment proposals and estate summaries.
• Support client review meetings and update planning models.

Skills

Data gathering

Analytical skills

Investments knowledge

Report writing

Attention to detail

Communication

Regulatory compliance

Office tools

Education

Finance/economics degree

CFP/AEPP advantageous

Tools

Financial planning software

Job description

Warren & Associates in Singapore is offering a contract, on-site Paraplanner role. You will prepare financial plans, investment proposals and estate summaries tailored to client objectives, gathering data, researching products and ensuring regulatory compliance.

Collaborating with consultants and staff, you will maintain accurate records and deliver timely, high-quality client service, with opportunities to advance professional certifications.