Paraplanner

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

Company Description Warren & Associates is a team of Financial Services Consultants representing AIA Singapore Private Limited and Precepts Legacy Private Limited, specializing in comprehensive financial planning solutions. The firm focuses on safeguarding the financial well-being of clients and their families through tailored strategies in areas such as estate planning and Trust services. As certified Estate and Succession Practitioners, the team upholds high standards of professional knowledge, ethical conduct, and client service. Warren & Associates emphasizes continuous professional development, including advanced certifications like Certified Financial Planner (CFP) and Associate Estate Planning Practitioner (AEPP). The firm is committed to helping clients achieve their financial goals and secure a sustainable future across generations.

Role Description This is a contract, on-site Paraplanner role based in Singapore. The Paraplanner will support financial consultants by preparing financial plans, investment proposals, and estate planning summaries tailored to client objectives. Day-to-day responsibilities include gathering and analyzing client data, conducting research on financial products and investment options, and preparing detailed reports and documentation. The role involves assisting with client review meetings, updating planning models and projections, and ensuring all recommendations align with regulatory requirements and internal compliance standards. The Paraplanner will collaborate closely with consultants and administrative staff to maintain accurate records and deliver timely, high-quality client service.

Qualifications

• Strong foundation in Financial Planning and Finance to support the development of comprehensive client strategies.
• Demonstrated Analytical Skills for evaluating client information, assessing risk, and interpreting financial data.
• Knowledge of Investments, including portfolio construction, product comparison, and basic risk-return analysis.
• Proficiency in Report Writing, with the ability to produce clear, structured, and accurate financial documents.
• Relevant academic background in finance, economics, business, or a related discipline; professional certifications (e.g., CFP, AEPP) are an advantage.
• Attention to detail, strong organizational skills, and the ability to manage multiple cases and deadlines.
• Effective communication and collaboration skills, with a client-focused mindset and adherence to ethical standards.
• Comfort with office productivity tools and financial planning software; willingness to learn new systems and methodologies.