Financial Planner 

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  • Date Listed08/04/2021
  • Job TypeFull-Time
  • Company NameFiniscope
  • Education LevelDiploma

Financial Planner

The Role:

A Rewarding Career as a Financial Planner Awaits You

We are looking for bright individuals who would like to join us as a Financial Planner. If you are highly motivated, hardworking, trustworthy and approachable, you are the one we are looking for!

Funding:

We will sponsor you for the CMFAS examinations, upon your official appointment, you will also receive an attractive allowance package and unparalleled establishment funding to provide you with a stable income as you start building your business

Responsibilities:

  • Build & Maintain Clientele Base.
  • Explain to Clients the Comprehensive & Diversified Range of Products and Services We Offer.
  • Fact Find on Clients’ Financial Information and Establish their Financial Objectives.
  • Analyze Financial Information to Design the Strategies for Achieving Clients’ Financial Goals.
  • Follow-up with Clients Periodically on Their Financial Status, Re-Establish the Clients’ Financial Objectives and Revise / Upgrade the Financial Plan.

Benefits and Rewards:

  • Making a difference in other's lives
  • Flexibility and work-life balance
  • Achieve financial freedom
  • Cultivate your entrepreneurial aspirations
  • Continuous training and development
  • Establishment allowance of up to 24 months for selected candidates* ($2,000-$4,000)
  • Tablet to be given to successfully contracted candidate*


*Terms & Conditions apply.

Job Requirements:

  • At least a full certificate in GCE'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.
  • Good knowledge of banking, wealth management & insurance products is an added advantage
  • Excellent customer focused mindset
  • Personable, sincere, strong integrity & determination
  • Singaporean and Singapore PR only
  • At least 21 years old. This is a regulatory requirement (MAS).
  • Required to attain CMFAS certifications M5, M9, M9A and HI. Prudential will provide the necessary training and guidance for you.
  • Full time & Part time position available
  • Degree Students or Fresh Graduates are welcome to apply


To apply, please send your resume to us by clicking on "Apply Now" button below.
Only shortlisted candidates will be notified.


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