Financial Planning Consultant

finexis advisory Pte Ltd; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Job summary

finexis advisory Pte Ltd, a Singapore-based financial advisory firm, is hiring a Financial Planning Consultant to meet clients, assess financial needs, and tailor plans across protection, wealth, retirement, and legacy planning.

You will conduct needs analyses, prepare detailed proposals, and review plans regularly, staying updated on market developments and regulatory requirements while building long-term client relationships in a hybrid work setup.

Qualifications

• Strong foundation in Financial Planning and Financial Services.
• Experience or knowledge in Retirement Planning, including strategies for income sustainability.
• Proficiency in Investments and Finance, with ability to explain risks, returns, and diversification.
• Relevant academic background (degree/diploma) and CFP/ChFC certifications are advantageous.
• Excellent communication and interpersonal skills with a client-focused mindset.
• Strong analytical, numerical, and problem-solving abilities, with attention to detail and confidentiality.
• Self-motivated, goal-oriented, and comfortable in a performance-driven environment.

Responsibilities

• Meet with clients to understand their financial goals and assess their current situation.
• Develop tailored plans covering protection, wealth accumulation, retirement, and legacy planning.
• Conduct financial needs analysis and prepare proposals and reports.
• Review plans regularly to ensure alignment with clients’ objectives and stay informed on market developments and regulations.
• Maintain accurate records and collaborate with internal teams and partners to deliver high-quality client service.
• Build long-term relationships and provide ongoing education to clients in line with finexis’ philosophy.

Skills

Financial Planning

Retirement Planning

Investments

Communication

Analytical skills

Goal oriented

Education

CFP Certification

ChFC Certification

Job description

Company Description

finexis advisory Pte Ltd is a leading homegrown financial advisory firm in Singapore, licensed by the Monetary Authority of Singapore, with close to S$2 billion in assets under advisory. Supported by over 1,000 financial consultants and staff, finexis provides comprehensive, lifelong financial solutions tailored to clients’ evolving needs. The firm focuses on creating a lasting positive impact by listening closely to clients and designing solutions that address both financial security and personal aspirations. Through strategic partnerships with international fund houses, life and general insurers, investment platforms, and banks, finexis offers a broad range of products and services. Its 3i approach—Imagine, Implement, Involve—guides the entire client consultation process to deliver quality long‑term planning and sound advice.

Role Description

The Financial Planning Consultant is a full-time role based in Singapore with a hybrid work arrangement, allowing some work from home. In this position, the consultant will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored plans covering areas such as protection, wealth accumulation, retirement, and legacy planning. Day‑to‑day responsibilities include conducting financial needs analysis, recommending suitable products from a wide range of solutions, preparing proposals and reports, and reviewing plans regularly to ensure they remain aligned with clients’ objectives. The role involves staying informed about market developments and regulatory requirements, maintaining accurate records, and collaborating with internal teams and partners to deliver a high standard of client service. The consultant is expected to build long‑term relationships, provide ongoing education to clients, and uphold finexis’ philosophy of impacting lives beyond finance.

Qualifications

• Strong foundation in Financial Planning and Financial Services, with the ability to design comprehensive, client‑centric solutions.
• Experience or knowledge in Retirement Planning, including strategies for income sustainability and wealth preservation.
• Proficiency in Investments and Finance, with the ability to explain risks, returns, and portfolio diversification in clear, accessible terms.
• Relevant academic background (e.g., degree or diploma in Finance, Business, Economics, or related field) and industry certifications such as CFP, ChFC, or equivalent are advantageous.
• Excellent communication and interpersonal skills, with a client‑focused mindset and the ability to build trust and long‑term relationships.
• Strong analytical, numerical, and problem‑solving abilities, with attention to detail and integrity in handling confidential information.
• Self‑motivated, goal‑oriented, and comfortable working in a performance‑driven environment with both independent and team‑based responsibilities.
• Eligibility to work in Singapore and willingness to operate in a hybrid work model combining office‑based and remote work.