Entry-Level Financial Planning Consultant

Success Human Resource Centre Pte Ltd.; Singapore; On-site; SGD 71,089 - 85,150; Full time

Job summary

A recruitment agency in Singapore is seeking individuals for a financial planning role. This position involves assessing clients' financial situations, providing insurance advice, and helping with financial planning for retirement, education, and investments. Candidates of all experience levels are welcome, provided they have at least a Diploma and possess strong interpersonal and analytical skills. The role operates within standard working hours, Monday to Friday.

Qualifications

• Excellent interpersonal and communication skills.
• Ability to work independently and as a team player.
• Strong analytical and problem-solving skills.

Responsibilities

• Assess clients' financial situation to help them work towards their financial goals.
• Provide advice on insurance for financial planning.
• Help with financial planning for retirement, education, and investments.
• Follow up with clients to reevaluate their financial plan.

Skills

Interpersonal and communication skills

Analytical skills

Problem-solving skills

Microsoft Office proficiency

Education

Diploma

Job description

A recruitment agency in Singapore is seeking individuals for a financial planning role. This position involves assessing clients' financial situations, providing insurance advice, and helping with financial planning for retirement, education, and investments. Candidates of all experience levels are welcome, provided they have at least a Diploma and possess strong interpersonal and analytical skills. The role operates within standard working hours, Monday to Friday.