Financial Planner

at Finiscope
Location Newton / Novena, Singapore
Date Posted April 10, 2020
Category Accounting and Finance
Job Type Full-time
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Financial Planner location Newton / Novena, Central Job Type Full-Time. Company Name Finiscope. Education Level Diploma.

The role a rewarding career as a financial planner awaits you. We are looking for bright individuals who would like to join us as a Financial Planner. If you are highly motivated, hardworking, trustworthy and approachable, you are the one we are looking for.

Funding we will sponsor you for the CMFAS examinations, upon your official appointment, you will also receive an attractive allowance package and unparalleled establishment funding to provide you with a stable income as you start building your business.

Responsibilities build & maintain clientele base. Explain to Clients the Comprehensive & Diversified Range of Products and Services We Offer. Fact Find on Clients’ Financial Information and Establish their Financial Objectives. Analyze Financial Information to Design the Strategies for Achieving Clients’ Financial Goals. Follow-up with Clients Periodically on Their Financial Status, Re-Establish the Clients’ Financial Objectives and Revise / Upgrade the Financial Plan.

Benefits and rewards making a difference in other's lives. Flexibility and work-life balance. Achieve financial freedom. Cultivate your entrepreneurial aspirations. Continuous training and development. Establishment allowance of up to 24 months for selected candidates ($2,000-$4,000). Tablet to be given to successfully contracted candidate.

Job requirements at least a full certificate in GCE'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred. Good knowledge of banking, wealth management & insurance products is an added advantage. Excellent customer focused mindset. Personable, sincere, strong integrity & determination.