Job Overview
We are seeking motivated and growth-oriented individuals to join us as Financial Planning Associates / Consultants under a structured trainee programme.
This role provides comprehensive exposure to the financial planning and advisory process, including client relationship management, financial needs analysis, and protection and wealth planning fundamentals.
Through structured training, mentorship, and supervised client engagement, you will develop the core competencies required to build a long-term career in financial advisory and wealth management.
What We Offer
- Structured 12-week financial advisory training and onboarding programme (fully provided and sponsored)
- Mentorship from experienced financial planners and team leaders
- Clear career progression pathway towards financial consultant / financial planner roles
- Supportive, collaborative, and performance-driven environment
- Exposure to real client cases and financial planning processes
- Continuous professional development and licensing support (where applicable)
- Flexible working arrangements
- Opportunities for local and regional business exposure
Key Responsibilities
- Learn and apply financial planning principles through guided client interactions
- Support financial consultants in conducting financial needs analysis and planning discussions
- Assist in preparing, reviewing, and updating client financial portfolios and documentation
- Develop skills in client advisory, communication, and relationship management
- Support implementation of protection, savings, and wealth planning strategies under supervision
- Participate in structured training, workshops, and industry development programmes
- Ensure all advisory activities comply with regulatory and company standards
Requirements
- Minimum Diploma, A-Level, or Bachelor's Degree in any discipline
- Strong communication and interpersonal skills
- Interest in financial planning, wealth management, or advisory services
- Positive, self-motivated, and growth-oriented mindset
- Able to work independently and collaboratively in a team environment
- Willing to undergo required training and regulatory/licensing requirements
Preferred Traits
- Strong interest in personal finance, investment, and wealth building
- Eager to develop a long-term career in financial advisory
- Adaptable, disciplined, and client-focused mindset
- Comfortable working in a performance-driven environment
Benefits
- Structured training and mentorship in financial planning
- Career progression into advisory and consultant roles
- Professional development and industry exposure
- Flexible working arrangements
