Financial Planner

Placement Professionals; Singapore; On-site; SGD 48,000 - 72,000; Full time

Benefits offered by this job

Flexible work arrangements

Structured career development

Mentorship and training

Job summary

Placement Professionals is seeking a Financial Planner to join a growing team in Singapore. You will provide professional financial advice, develop personalised plans, and manage long-term client relationships to help clients achieve financial goals.

The role emphasizes relationship building, needs analysis, and ongoing servicing in a compliant, client-centric environment. Training and mentorship are provided, with opportunities for career growth and performance-based incentives.

Qualifications

• Diploma or Degree in any discipline.

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.

Skills

Strong communication

Interpersonal skills

Self-motivated

Entrepreneurial mindset

Education

Diploma or Degree

Tools

Microsoft Office

Job description

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.

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