Planners Inc is a group of financial consultants representing Great Eastern Financial Advisers. We are looking for a Financial Consultant to join our passionate and ambitious team.
At Planners Inc, we see ourselves as a different breed of Financial Consultants. We are here to ensure all our clients can lead a more stress-free and painless life with their finances under good control. Most clients face the problem of Scarcity on their wealth journey when their unlimited needs and wants outweigh their limited resources of time and money, and that's where we come in to ensure their resources are allocated efficiently and every financial decision is made properly. From money management, to risk management, to wealth accumulation, to property ownership journey and the topics of CPF, Income Tax, Banking Accounts and Credit Cards, we would like to consider ourselves to be subject matter experts!
We are actively recruiting people who are self-motivated and keen to build their own business, earning based on hard work. If you are self-motivated, enjoy working in a collaborative team environment and are keen to do meaningful work to help people, we want you!
Role of a Financial Consultant
People are at the heart of what we do. Our consultants have 3 key responsibilities to our clients
Reduce stress and worries on their wealth journey
Achieve financial freedom in the most efficient manner
Enable Happiness and more time with loved ones
At Planners Inc, we help our clients using the economics of personal wealth to ensure efficient allocation of their resources, while taking care of any “What-Ifs” that life throws at them, ultimately to get them to retirement as soon as possible.
Financial advisory is nothing new, but at Planners Inc, we pride ourselves as an agency that truly cares for our people, empowering our team to Do Well by Doing Good. Licensed on a proven platform with superior systems and processes put in place, our consultants can and have built successful, sustainable and enjoyable practices.
What support will you get?
We have a Winning Formula and our results don’t lie. Our people, environment, culture and standards have stood the test of time. To help you achieve your career and personal goals, our whole agency is here to back you up. Throughout your journey, you will receive mentorship and guidance to achieve mastery in financial planning and obtain your Certified Financial Planner certification.
Your personal development matters to us. We will provide you with the opportunities and resources not only to grow in your career, but also to grow as a person. Want to be at your child’s soccer game on a Tuesday afternoon, or travel to JB on weekdays to avoid the weekend jam? You decide! At Planners Inc, you take control of how and where you work.
Age 21 and above (regulatory requirement)
Minimum diploma & GCE 'A' levels
Candidates without experience are welcome to apply!
Whether you are a recent graduate, looking for a mid-career switch, or just looking to learn more about the work we do here at Planners Inc, feel free to apply and arrange a chat.
Interested in having a chat before you apply? Connect with me on Linkedin or Instagram