Financial Planner Internship

Job Title: Financial Planning Intern / Trainee

About the Role

Are you looking for more than just a job? Do you want to develop professional skills, gain financial knowledge and explore your career potential?

We are looking for motivated and ambitious individuals to join our team as Financial Planning Interns / Trainees.

Through structured training, professional mentorship and hands-on experience, you will learn about financial planning, insurance, wealth protection, Will & Trust and legacy planning.

This opportunity combines professional learning, practical client exposure and personal development, helping you explore a potential long-term career in the financial services industry.

Key Responsibilities

• Learn the fundamentals of financial planning, insurance and wealth protection.
• Assist with financial information preparation and client research.
• Gain exposure to financial needs analysis and protection planning.
• Learn about life insurance, medical protection and critical illness planning.
• Explore Will & Trust, legacy planning and intergenerational wealth transfer.
• Participate in client meetings, team discussions and professional training.
• Develop communication, presentation and client relationship management skills.
• Build professional networks and develop practical business skills.

Requirements

• University students, fresh graduates and individuals exploring new career opportunities are welcome.
• No prior experience in financial planning or insurance is required.
• Strong communication and interpersonal skills.
• Positive attitude, self-motivation and willingness to learn.
• Good organisational skills and a sense of responsibility.
• Interest in personal development, financial planning and wealth management.

Compensation & Benefits

• Compensation package based on the agreed employment or training arrangement.
• Opportunities for fixed pay or allowances, where applicable.
• Performance-based incentives or commissions, subject to role and eligibility.
• Structured training and professional mentorship.
• Practical exposure to financial planning and client relationship management.
• Opportunities to develop communication, presentation and leadership skills.
• Potential career development opportunities within the financial services industry.

Work Arrangement

• A combination of office-based activities, client meetings and flexible work arrangements, depending on business needs and training requirements.
• Opportunities to participate in team activities, professional development sessions and networking events.

Why Join Us?

We believe that professional growth starts with the right learning environment.

You will have opportunities to develop valuable life skills, improve your financial knowledge, build meaningful professional relationships and discover your potential.

Whether you are a student, a fresh graduate or someone looking to explore a new career direction, we welcome individuals who are eager to learn, grow and take on new challenges.

Learn. Grow. Build Your Future.