Warren & Associates Hiring! Full Time Para-Planner in - Ricebowl

About the Role & Our Philosophy

Most people think financial advisory is just about making cold calls and chasing sales targets. Not us.

At Warren & Associates, we believe great advisors are built through rigorous, behind-the-scenes mastery that supports genuine client goals.

As a Para-Planner, you don’t start by selling. You start by learning, and you'll be paid for it. You’ll shadow our senior leaders in real client consultations, learn how to assist in drafting customised wealth blueprints, and learn the art of legacy planning from the ground up.

If you have an analytical mind, an empathetic heart, a commitment to professionalism and ethics, and want to learn how to make a difference with these strengths, we’re looking for you.

Apply Now to step into a structured mentorship track built for your career growth

What You'll Learn:

• Personalised Financial Planning: Learn how we analyse and structure suitable savings, investment, and protection frameworks based on clients’ goals
• Estate & Legacy Planning: Supporting senior advisors in drafting legacy and long-term financial plans for families
• Financial Goal Mapping: Using planning tools to project future cash flow and retirement goals
• Mentorship & Client Exposure: Shadowing senior advisors during real client meetings and consultations

Job responsibilities:

• Preparing presentation materials using Keynote/PowerPoint
• Using Excel to generate financial reports
• Analysing data to help prepare customised financial solutions
• Documentation for estate planning and will writing
• Supporting Financial Services Consultant during out-of-office meetings

Minimum requirements:

Academic requirements:

• GCE ‘A’ Levels / International Baccalaureate (IB) Diploma, OR
• Local polytechnic diploma, OR
• Other equivalent or higher qualification

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About Warren & Associates:

We are a team of dedicated Financial Services Consultants representing both AIA Singapore Private Limited and Precepts Legacy Private Limited. We specialise in providing comprehensive financial planning solutions to safeguard the well-being of you and your loved ones. Being certified Estate and Succession Practitioners, we also specialise in estate planning and Trust services.

Our mission is to uphold the highest standards of professional knowledge, ethical conduct, and client service excellence. We are committed to building a team of professional financial consultants who set the standards in the financial planning industry.

Through advanced certifications such as Certified Financial Planner (CFP) and Associate Estate Planning Practitioner (AEPP), we empower our team to deliver tailored solutions that enhance and protect your financial portfolio.