Senior Financial Planning Consultant

SUCCESS RESOURCE CENTRE PTE. LTD.; Singapore; On-site; SGD 71,000 - 85,000; Full time

Job summary

SUCCESS RESOURCE CENTRE PTE. LTD. is recruiting for a permanent position focused on financial advisory services. The role involves assessing clients’ financial situations and offering insurance guidance to help individuals and companies plan for their futures.

The candidate will assist with retirement, education, and investment planning, while maintaining strong client relationships and following up to adjust plans as life events occur. Strong communication and analytical skills are essential.

Qualifications

• No prior experience required.
• At least a Diploma.
• Excellent interpersonal and communication skills.
• Ability to work independently and as a team player.
• Strong analytical and problem-solving skills.
• Proficient in Microsoft Office applications.

Responsibilities

• Assess clients’ financial situations to help them work towards financial goals.
• Provide advice on insurance to help plan for financial futures.
• Help clients with financial planning in retirement, education, and investments.
• Follow up with clients to assess how life developments affect their financial plans.

Skills

Interpersonal skills

Communication skills

Analytical

Problem solving

Team player

Education

Diploma

Tools

Microsoft Office

Job description

SUCCESS RESOURCE CENTRE PTE. LTD. is recruiting for a permanent position focused on financial advisory services. The role involves assessing clients’ financial situations and offering insurance guidance to help individuals and companies plan for their futures.

The candidate will assist with retirement, education, and investment planning, while maintaining strong client relationships and following up to adjust plans as life events occur. Strong communication and analytical skills are essential.