This role is ideal for:

• Aspiring Financial Planners

• Individuals exploring the finance industry before committing fully

• Self-motivated people who want both income and skills development

You’ll be paid for hourly admin work while being trained, mentored, and exposed to real client cases in financial advisory.

What You’ll Do

Administrative / Operations (Paid Hourly):

• Data entry and client documentation

• Preparing presentation materials and comparison tables

• Policy servicing and follow-ups

• Scheduling meetings and handling basic client coordination

• Supporting day-to-day business operations

Financial Advisory Exposure (Training Provided):

• Learn how financial plans are structured (protection, savings, investments, retirement)

• Assist in CPF, insurance and investment case preparation

• Observe real client meetings (where appropriate)

• Gradual transition into advisory role for suitable candidates

Why Join Us

✅ Paid Hourly Income (even before you become a licensed advisor)
✅ Structured Training & Mentorship
✅ Hands-on Exposure to Real Financial Planning Cases
✅ Clear Career Progression to Licensed Financial Planner
✅ Flexible Path – stay as admin support or advance into advisory

This is not a typical admin job and not a sink-or-swim sales role.

Who We’re Looking For

• Strong attention to detail and willingness to learn

• Comfortable with basic admin work and systems

• Good communication and organisational skills

• Positive attitude and self-driven

• Open to getting licensed (for those who wish to advance)

Experience is not required. Training will be provided.

Remuneration

• Hourly pay for admin work

• Performance incentives (for those who progress into advisory)

• Long-term income potential as a Financial Planner