Job Description

We are seeking motivated individuals to join us as Financial Planning Associates under a structured training and development programme within the financial advisory industry.

This role provides exposure to real financial advisory processes, including client engagement, financial needs analysis, and support in protection and wealth planning.

You will be trained and guided by experienced financial consultants to develop the foundational skills required for a long-term career in financial advisory.

This is an entry-level role with full training provided.

Key Responsibilities

Support financial consultants in client advisory and planning activities
Assist in financial needs analysis and preparation of client portfolios
Engage in structured client interactions under supervision
Learn and apply financial planning and advisory frameworks
Participate in training sessions and professional development programmes
Ensure compliance with company and regulatory guidelines

Requirements

Singapore Citizen or Permanent Resident (due to regulatory requirements)
Diploma / A-Level / Degree in any discipline
Strong communication and interpersonal skills
Willingness to learn and develop in financial advisory
Self-motivated, disciplined, and coachable mindset

Training & Development

Structured onboarding and training programme
Mentorship from experienced financial advisors
Support for CMFAS licensing examinations (M5, M9, M9A, HI)
Clear progression pathway into licensed advisory roles

Why Join Us

Structured career development in financial advisory
Exposure to real client advisory work
Supportive mentorship and learning environment
Performance-based growth opportunities
Long-term career pathway in wealth planning

Financial Planning Associate (Financial Advisory | Structured Training Provided)