Wealth Strategy Paraplanner: Path to Family Wealth Specialist

Unicorn; Singapore; On-site; SGD 65,000 - 90,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Analytical thinking

Financial modelling

Attention to detail

Investment & wealth planning knowledge

Communication clarity

Education

Finance/Economics degree

CFP or CFA (advantage)

Job description

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