Wealth Planner

OAKTREE CONSULTING; Lee-on-the-Solent; Híbrido; GBP 50.000 - 83.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Leads from Day One

Mentorship programs

Flexible schedule

Marketing support tools

Performance bonuses

Descripción de la vacante

Oaktree Consulting in Singapore is seeking ambitious individuals to join as Financial Consultants, connecting clients with wealth management solutions. No experience required; comprehensive training and mentorship are provided.

You will benefit from leads from Day One, digital marketing support, and a flexible schedule that can adapt to home, office, or on-the-move work. Attractive remuneration includes an allowance plus commissions, with potential recurring income and performance bonuses.

Formación

• Excellent communication and interpersonal skills.
• Self-motivated and entrepreneurial.
• Willing to complete regulatory examinations and meet representative requirements.

Responsabilidades

• Advise clients on financial planning, wealth accumulation, and protection strategies.
• Build and maintain long-term client relationships.
• Develop your client portfolio using our lead generation systems.
• Recommend suitable solutions based on clients' financial goals.
• Deliver professional and ethical financial guidance.

Conocimientos

Strong communication

Interpersonal skills

Educación

Diploma/A-Level/Degree

Descripción del empleo

Work Visa Sponsorship Not Available

Build Wealth. Empower Lives. Create Your Own Success – Be a Financial Consultant!

At Oaktree Consulting, we partner with many of Singapore’s leading financial advisory and insurance agencies to connect ambitious individuals with high-growth career opportunities in wealth management.

Join an established network of agencies offering mentorship, flexibility, and uncapped earnings, where you can build a fulfilling and future-proof career as a Financial Consultant.

Whether you’re new to the industry or seeking a fresh challenge, our proven recruitment and training pathways will help you find the right agency fit, accelerate your development, and set you up for long-term success.

Why Join Our Financial Advisory Partners?

1. Leads Provided & Business Building Support

• Leads provided from Day One!
• Digital marketing and paid advertising support
• Roadshows, referral programs, and strategic partnerships
• Personal branding and social media marketing tools
• Proven lead generation and client acquisition systems

2. Attractive Remuneration Package

• Up to $5,000 Allowance Package + Attractive Commissions
• Quarterly and Performance Bonuses
• Potential Recurring Income
• Potential Earnings of $6,000–$10,000+ monthly (on top of allowance), depending on performance

3. Access to Multiple Financial Solutions

Unlike traditional single-provider advisory models, our platform provides access to multiple insurers, investment platforms, and financial solutions.

Help clients with wealth accumulation, insurance protection, retirement planning, property financing, and legacy planning.

4. Personalized Coaching & Training

No experience? No problem!

• One-to-one mentorship by industry leaders tailored to your strengths and goals
• Structured financial advisory and sales training
• Business development and client acquisition strategies
• Administrative support and digital business tools
• Regular team learning and professional development

5. Flexible Schedule & Work-Life Balance

Enjoy the freedom to manage your own appointments and schedule, whether working from home, the office, or on the move.

We believe in measuring success through results, not hours.

6. Career Advancement & Leadership Opportunities

We don't just develop successful Financial Consultants — we develop future leaders.

Build your own client portfolio, grow your personal brand, and work towards Management and Leadership opportunities within 2-3 years, subject to performance.

Your Responsibilities

• Advise clients on financial planning, wealth accumulation, and protection strategies
• Build and maintain long-term client relationships
• Develop your client portfolio using our lead generation systems
• Recommend suitable solutions based on clients' financial goals
• Deliver professional and ethical financial guidance

Requirements

• Diploma, A-Level Certificate, or Degree
• Strong communication and interpersonal skills
• Self-motivated, disciplined, and entrepreneurial
• Passionate about helping others achieve financial independence
• Willing to complete applicable regulatory examinations and meet representative requirements
• No prior experience required — full training provided!

Ready to Take Control of Your Career?

With Oaktree Consulting, you'll gain more than just a career. You'll have access to the leads, mentorship, technology, and support systems needed to build a successful and sustainable financial advisory business.

EA Personnel: Chester Koh Yong Xiang
EA Reg No.: R26164408

EA License No: 06C4642

Oaktree Consulting