Holistic Wealth Planner

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

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.