At a Glance
- Tasks: Advise clients on financial planning and build long-term relationships.
- Company: Join Oaktree Consulting, a leader in wealth management.
- Benefits: Earn up to $10,000 monthly with flexible hours and mentorship.
- Other info: Great career advancement opportunities and supportive environment.
- Why this job: Empower lives while building your own successful financial career.
- Qualifications: Diploma or degree; no experience needed, training provided.
The predicted salary is between 86400 - 105600 £ per year.
Build Wealth. Empower Lives. Create Your Own Success – Be a Financial Consultant!
At Oaktree Consulting, we partner with many of Singapore’s leading financial advisory and insurance agencies to connect ambitious individuals with high-growth career opportunities in wealth management. Join an established network of agencies offering mentorship, flexibility, and uncapped earnings, where you can build a fulfilling and future-proof career as a Financial Consultant.
Whether you’re new to the industry or seeking a fresh challenge, our proven recruitment and training pathways will help you find the right agency fit, accelerate your development, and set you up for long-term success.
Why Join Our Financial Advisory Partners?
- Leads Provided & Business Building Support
- Leads provided from Day One!
- Digital marketing and paid advertising support
- Roadshows, referral programs, and strategic partnerships
- Personal branding and social media marketing tools
- Proven lead generation and client acquisition systems
- Attractive Remuneration Package
- Up to $5,000 Allowance Package + Attractive Commissions
- Quarterly and Performance Bonuses
- Potential Recurring Income
- Potential Earnings of $6,000–$10,000+ monthly (on top of allowance), depending on performance
- Access to Multiple Financial Solutions
- Unlike traditional single-provider advisory models, our platform provides access to multiple insurers, investment platforms, and financial solutions.
- Help clients with wealth accumulation, insurance protection, retirement planning, property financing, and legacy planning.
- Personalized Coaching & Training
- No experience? No problem!
- One-to-one mentorship by industry leaders tailored to your strengths and goals
- Structured financial advisory and sales training
- Business development and client acquisition strategies
- Administrative support and digital business tools
- Regular team learning and professional development
- Flexible Schedule & Work-Life Balance
- Enjoy the freedom to manage your own appointments and schedule, whether working from home, the office, or on the move.
- We believe in measuring success through results, not hours.
- Career Advancement & Leadership Opportunities
- We don't just develop successful Financial Consultants — we develop future leaders.
- Build your own client portfolio, grow your personal brand, and work towards Management and Leadership opportunities within 2-3 years, subject to performance.
Your Responsibilities
- Advise clients on financial planning, wealth accumulation, and protection strategies
- Build and maintain long-term client relationships
- Develop your client portfolio using our lead generation systems
- Recommend suitable solutions based on clients' financial goals
- Deliver professional and ethical financial guidance
Requirements
- Diploma, A-Level Certificate, or Degree
- Strong communication and interpersonal skills
- Self-motivated, disciplined, and entrepreneurial
- Passionate about helping others achieve financial independence
- Willing to complete applicable regulatory examinations and meet representative requirements
- No prior experience required — full training provided!
Ready to Take Control of Your Career? With Oaktree Consulting, you'll gain more than just a career. You'll have access to the leads, mentorship, technology, and support systems needed to build a successful and sustainable financial advisory business.
Wealth Planner in Lee-on-the-Solent employer: OAKTREE CONSULTING
Oaktree Consulting is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. Located in the vibrant area of Ang Mo Kio, employees benefit from a collaborative environment and opportunities to enhance their skills in government claims processing, making it a rewarding place for those seeking meaningful employment.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planner in Lee-on-the-Solent
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like OAKTREE CONSULTING. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Planner in Lee-on-the-Solent
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to OAKTREE CONSULTING.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on OAKTREE CONSULTING's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at OAKTREE CONSULTING
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with OAKTREE CONSULTING.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at OAKTREE CONSULTING will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former OAKTREE CONSULTING employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
