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Open nowPosted 4 days ago

Financial Planner

MyCareersFuture94,028 open roles

Pay
SGD 2,000 – SGD 6,000 a month
Where
Singapore
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Your applicationOpen nowFinancial PlannerMyCareersFuture · Singapore

  1. YouYes, apply to this one.

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  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on MyCareersFuture's own form.

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The clock on this job

Early applications get read.

7.7% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.3%3 days
  3. 7.7%7 days
  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 4 days ago

The posting

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected]

OR

Whatsapp +65 8086 3812

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D '

Our client is looking for a Financial Planner to join their growing team. This role involves providing professional financial advice to help clients achieve their financial goals through sound planning and long-term relationship management.

Key Responsibilities

  • Establish and nurture lasting relationships with clients.
  • Conduct comprehensive financial needs analysis and recommend suitable financial solutions.
  • Guide clients on wealth accumulation, protection, retirement, education, and legacy planning.
  • Develop personalised financial plans based on clients' goals and risk profiles.
  • Regularly review clients' financial portfolios and provide ongoing servicing.
  • Stay informed about market developments, financial products, and regulatory requirements.
  • Generate new business opportunities through networking, referrals, and relationship management.
  • Ensure compliance with industry regulations and company policies.
  • Deliver exceptional customer service and uphold a high level of professionalism.

Requirements

  • Diploma or Degree in any discipline.
  • Relevant CMFAS certifications or a willingness to obtain the required licences.
  • Training and mentorship will be provided for candidates without prior experience.
  • Previous experience in banking, insurance, sales, customer service, or financial advisory is advantageous but not mandatory.
  • Strong communication and interpersonal skills.
  • Self-motivated with an entrepreneurial mindset.
  • Good presentation and problem-solving skills.
  • Proficient in Microsoft Office applications.

We are looking for someone who is:

  • Dedicated to developing a long-term career.
  • Reliable, responsible, and trustworthy.
  • Resilient and willing to learn.
  • Client-centric with strong integrity and professionalism.
  • Results-driven while maintaining ethical standards.
  • Able to work independently and as part of a collaborative team.
  • Passionate about helping clients achieve financial security.

What We Offer

  • Attractive remuneration with high earning potential (commissions, bonuses, and incentives where applicable).
  • Comprehensive training, mentorship, and structured career development.
  • Flexible work arrangements.
  • Clear career progression into leadership and management roles.
  • Recognition programmes, overseas incentives, and performance rewards.
  • Supportive and collaborative team environment.

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

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