Financial Planning Consultant

Work closely with individuals and families to understand their financial priorities and support them in areas such as wealth accumulation, financial protection, and long-term planning. You will receive professional training and mentorship while gaining practical experience in client engagement, financial reviews, and relationship management. The role provides a pathway to develop your capabilities within the financial advisory industry. Fresh graduates are welcome to apply. We Provide: • Training support for 4 basic certifications and relevant financial advisory qualifications • Coaching from experienced managers and industry professionals • Exposure to client planning and financial review discussions • Joint-fieldwork opportunities for practical learning • Mentorship and guidance throughout your development • A collaborative environment with work-life balance Key Responsibilities: • Meet with prospective and existing clients to understand their needs • Assist in reviewing clients’ financial goals and current arrangements • Support the preparation of wealth accumulation and protection plans • Develop and maintain professional client relationships • Provide ongoing follow-up and servicing to clients Requirements: • Local Diploma, A’ Levels, or Degree in any discipline • Strong communication and interpersonal skills • Positive attitude and growth mindset • Willingness to learn and build a career in financial services