FINANCIAL ADVISER

ACCELA RECRUITMENT SERVICES PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A leading financial services provider in Singapore is seeking an experienced financial planner to deliver holistic financial planning to individuals. The role involves generating new clients, assessing their needs and providing customized solutions across various financial products. Applicants should have a minimum of 1 year experience in financial planning, relevant CMFAS exams, and a minimum book size of $20m AUA. Strong knowledge of UK Tax and pension systems is essential for success in this role.

Qualifications

• Minimum of 1 year of work experience in financial planning.
• Must have a minimum book size of at least $20m AUA.
• In-depth knowledge of British pensions and tax regulations required.

Responsibilities

• Full holistic financial planning for individuals.
• Generate new clients through effective marketing techniques.
• Assess client needs and provide tailored solutions.

Skills

Financial planning

UK Tax knowledge

Inheritance Tax planning

Client relationship management

Education

CMFAS exams (M5, M8, M8a, M9, M9a, HI)

Job description

Roles & Responsibilities

• Full holistic financial planning for individuals in Singapore.
• Generating new clients through effective marketing techniques and resources available.
• Assessing each individual client needs and providing them with bespoke tailored solutions from; Life Insurance, Retirement Planning, Pension Transfer, Trust Planning, Lump Sum Investments and efficient tax vehicles is required.
• Responsible for effective management of these portfolios and constant review of the performance of these portfolios.
• In-depth knowledge of UK Tax, Domicility & Inheritance Tax planning
• Be able to advise clients about British pensions (Defined Benefit and Defined Contributions), ISA’s, domicility and Inheritance Tax.
• Able to advise clients about treatment of USA shares for non-US citizens

Work Experience

A Minimum of 1 years’ work experience in financial planning

Must have exams: M5, M8, M8a, M9, M9a and HI CMFAS exams

Must have a minimum book size of at least $20mAUA (Assets Under Advise)

EA licence: 15C7529
EA Personnel R1985185