Financial Planning (trainee program)

The Advertiser

Financial Planning (trainee program)

The Advertiser

Position Level: Entry Level, Student Job

Qualification: Diploma, Bachelor's / Honours

Job Nature: Permanent, Part Time

Do you want to work as an entrepreneur and manage your own business?
Do you like flexi working hours?

Trainees will be exposed to many activities, e.g. leads to call, roadshows, joint field works, projects,etc..

Come and join our young and dynamic FCA Team, representing a global and well-established company!

Job Scope

  • Assist clients in financial planning based on their financial needs and goals
  • Establish and maintain a good relationship with clients
  • Recommend suitable insurance products to clients based on their financial needs
  • Conduct regular financial review with clients

Job Offer

  • Flexible working hours
  • Career advancement opportunities
  • Comprehensive trainings and development program provided
  • One-to-one mentorship and coaching
  • Rewards and recognitions
  • Competitive remuneration package for qualified candidates
        commissions + incentives
        inclusive of monthly allowance ($500 to $2,000) for 12 months** may be offered


  • A full certificate in GCE "A": level / Diploma awarded by Poly in Singapore / recognized Degree qualifications
  • Age 21 and above
  • Males must have completed Full-time National Service
  • Candidates are required to attain CMFAS certifications (M5, M9. M9A & HI)
  • Willingness to participate actively in events (activities)
  • Strong network of contacts will be an advantage
  • Committed, hardworking, trustworthy and determine to succeed

** Terms and Conditions apply

You can request to attend our Career Seminar to find out more about this career opportunity or indicate interest to participate in our Focus Group.

All poly undergraduates with a full GCE "A" level certificate are welcome to apply!

Interested candidates please click "Apply" to send in your resume or SMS 97547543 for enquiries.

Only shortlisted candidates will be notified.