Financial Planning Associate

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)

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