Paraplanner

Unicorn; Singapore; Vor Ort; SGD 65.000 - 90.000; Vollzeit

Zusammenfassung

Unicorn is seeking a Paraplanner to support the Family Wealth Specialist by conducting in-depth financial analysis, formulating strategies, and preparing detailed wealth reports. You will ensure recommendations align with investors' long-term objectives and ethical advisory standards, collaborating with Family Wealth Consultants.

The role emphasizes strong financial modelling, attention to detail, and the ability to translate complex strategies into clear documentation for clients and internal

Qualifikationen

• Background in finance, economics, accounting, or related fields.
• Progress towards or attainment of CFP/CFA is an advantage.
• Prior experience in financial planning, wealth management, or paraplanning preferred.

Aufgaben

• Conduct in-depth analysis of clients’ financial positions, including income, assets, liabilities, and existing portfolios.
• Assist in structuring comprehensive wealth strategies (investment, financial independence, protection, legacy planning).
• Perform financial modelling and scenario analysis to support decision-making.
• Prepare detailed and personalised family wealth planning reports for investors.
• Translate complex financial strategies into clear, structured documentation.
• Ensure all proposals are aligned with investors’ goals, risk appetite, and time horizon.
• Track and monitor investors’ portfolios and family wealth plans over time.
• Assist in periodic portfolio reviews and rebalancing strategies.
• Highlight risks, gaps, or opportunities for optimisation.
• Ensure all recommendations and documentation adhere to regulatory and internal compliance standards.

Kenntnisse

Analytical thinking

Financial modelling

Attention to detail

Investment & wealth planning knowledge

Communication clarity

Ausbildung

Finance/Economics degree

CFP or CFA (advantage)

Jobbeschreibung

The Paraplanner supports Family Wealth Specialist by providing technical financial analysis, strategy formulation, and documentation, ensuring that all recommendations are aligned with investors' long-term wealth objectives and the firm’s commitment to ethical, client-centric advisory.

Key Responsibilities

1. Financial Analysis & Strategy Support

• Conduct in-depth analysis of clients’ financial positions, including income, assets, liabilities, and existing portfolios
• Assist in structuring comprehensive wealth strategies (investment, financial independence, protection, legacy planning)
• Perform financial modelling and scenario analysis to support decision-making
• Evaluate and compare financial instruments to support suitable recommendations

2. Preparation of Wealth Advisory Reports

• Prepare detailed and personalised family wealth planning reports for investors
• Translate complex financial strategies into clear, structured documentation
• Ensure all proposals are aligned with investors’ goals, risk appetite, and time horizon
• Track and monitor investors’ portfolios and family wealth plans over time

• Assist in periodic portfolio reviews and rebalancing strategies
• Highlight risks, gaps, or opportunities for optimisation

4. Compliance & Documentation

• Ensure all recommendations and documentation adhere to regulatory and internal compliance standards
• Maintain accurate and up-to-date investors records
• Support due diligence processes for financial products and strategies
• Work closely with Family Wealth Consultants in preparing for investor engagements
• Provide technical insights and supporting analysis during case discussions
• Assist in refining strategies to enhance investor outcomes

6. Research & Continuous Improvement

• Stay updated on market trends, financial products, and regulatory developments
• Contribute to improving internal advisory frameworks and planning methodologies
• Strong analytical and financial modelling skills
• High attention to detail and accuracy
• Solid understanding of investment and wealth planning concepts
• Ability to simplify complex financial information
• Strong alignment with ethical, investor-first advisory principles

Ideal Profile

• Background in finance, economics, accounting, or related fields
• Progress towards or attainment of relevant certifications (e.g., CFP, CFA) is an advantage
• Prior experience in financial planning, wealth management, or paraplanning preferred

• This role provides a pathway towards becoming a Family Wealth Specialist, with opportunities to deepen both technical expertise and investor advisory capabilities.