Financial Planning Consultants

KAPTIVATE LLP; Singapore; On-site; SGD 40,000 - 68,000; Full time

Benefits offered by this job

Flexible work structure

Mentorship program

Career progression opportunities

Job summary

KAPTIVATE LLP is seeking a Financial Planning Consultant in Singapore to help clients turn financial goals into actionable plans. You will understand priorities, perform needs analyses, and craft tailored strategies across protection, savings, investments and retirement planning.

Join a supportive team where you’ll meet clients, build relationships, stay current with market developments, and grow your advisory skills through hands-on experience and mentorship.

Qualifications

• Fresh graduates and career switchers are welcome.
• Strong communication and interpersonal skills required.
• Able to work independently and as part of a team.
• Curious about personal finance and wealth management.

Responsibilities

• Meet clients to understand financial goals and priorities.
• Conduct financial needs analysis and identify gaps.
• Develop personalised financial planning strategies.
• Discuss protection, savings, investments and retirement planning.
• Review existing plans and propose adjustments.
• Build and maintain long-term client relationships.
• Stay updated on financial products, markets and industry knowledge.
• Develop your professional network and client base.
• Work with mentors to strengthen advisory skills.

Skills

Communication skills

Interpersonal skills

Self-motivation

Willingness to learn

Education

Diploma or Degree in finance/related field

Job description

Financial Planning Consultant

Turn Financial Goals Into a Clearer Plan for Tomorrow.

Finance isn't just about numbers. It's about the plans behind them.

We're looking for motivated individuals who enjoy working with people and want to develop a career in financial planning and client advisory.

As a Financial Planning Consultant, you'll work with clients to understand their financial priorities, identify potential gaps, and develop suitable strategies around their short- and long-term goals.

Your Role

• Meet clients to understand their financial goals and priorities
• Conduct financial needs analysis and identify potential gaps
• Develop personalised financial planning strategies
• Discuss areas such as protection, savings, investments and retirement planning
• Review clients' existing financial plans and recommend adjustments where appropriate
• Build and maintain long-term client relationships
• Stay updated on financial products, market developments and industry knowledge
• Develop your professional network and client base
• Work alongside experienced mentors to strengthen your advisory skills

Why This Career?

• Structured Training — Build your financial knowledge from the ground up
• Hands-On Experience — Gain practical exposure through real client interactions
• Mentorship — Learn from experienced professionals throughout your development
• Flexible Work Structure — Greater autonomy in managing your schedule
• Performance-Based Rewards — Recognition and incentives based on your achievements
• Career Progression — Opportunities to progress into senior advisory and leadership roles
• Continuous Learning — Develop valuable skills in finance, communication, negotiation and business

Who We’re Looking For

• Singapore Citizens / PRs
• Diploma or Degree holders
• Fresh graduates and career switchers are welcome
• Strong communication and interpersonal skills
• Comfortable meeting and speaking with people
• Curious about finance and personal wealth
• Self-driven and willing to learn
• Able to work independently while collaborating with a team
• No prior financial planning experience required

What You’ll Develop

• Financial planning knowledge
• Client advisory skills
• Communication and presentation skills
• Relationship management
• Business development capabilities
• Negotiation and problem-solving skills
• Leadership and entrepreneurial skills

Your Clients Have Goals. Help Them Build the Plan.

If you’re looking for a career where you can work with people, develop professionally, and build expertise that grows with you, we’d love to meet you.