Advisors’ Clique Collective – Financial Services Associate

Advisors’ Clique Collective is a financial advisory firm helping individuals and families plan for their future, from protection and savings to investments and retirement. We’re growing our team and looking for driven, people-oriented individuals who want a long-term career in financial services. 

About the role 

As a Financial Services Associate, you’ll help clients make confident decisions about their money. You’ll meet clients, understand their goals and recommend suitable solutions across protection, savings, investments and retirement planning. This is a client-facing role where you build your own client base over time. No finance background is needed, as you’ll be trained and mentored by experienced advisers from your first client meeting.

Key responsibilities

• Conduct fact-finding meetings to understand clients’ financial situations and goals
• Recommend suitable insurance, investment and retirement solutions
• Explain products, benefits and risks clearly
• Prospect for new clients through networking, referrals, events and digital channels
• Build long-term client relationships through regular reviews
• Handle applications, documentation and client records accurately
• Keep up to date with products, market trends and MAS regulations
• Attend training sessions and team meetings
• Meet agreed activity and performance targets

Requirements

• Diploma, degree or A-Level qualification (those heading to university are welcome)
• Strong communication and interpersonal skills
• Self-motivated, resilient and goal-oriented
• Good time management and a professional attitude
• Willingness to obtain the required MAS licences (we’ll support you)

Good to have (not required) 

• Experience in sales, customer service or other client-facing work
• Background in finance, banking, accountancy or business
• Interest in markets, investing or personal finance

What we offer

• Structured training and licensing support
• Mentorship from experienced advisers
• Commission-based earnings of $4,000 to $7,000/month, with uncapped potential
• Performance incentives and rewards
• Clear career progression path