Professional Opportunities

Licensed Financial Planners

Responsibilities

  • Building a network of contacts to consistently attract new clients.
  • Establishing honest and lasting relationships with clients.
  • Providing professional and comprehensive financial solutions to clients.
  • Taking charge of your own career by seeking out new clients and marketing strategies.

Who we are looking for

  • Age 25-40 (candidates above or below this age range will be treated as a special case)
  •  RFP/Shariah RFP/CFP/IFP/ChFC
  •  Fit and Proper – background and financial status.
  •  Competent level of financial literacy.
  • Passionate to build up a professional career.
  •  Good communication and interpersonal skills.
  •  Independent and entreprenurial mindset.

Associate Financial Planners

Responsibilities

  • Building a network of contacts to consistently attract new clients.
  • Establishing honest and lasting relationships with clients.
  • Providing professional and comprehensive financial solutions to clients.
  • Taking charge of your own career by seeking out new clients and marketing strategies.

Who we are looking for

  • Age 25-40 (candidates above or below this age range will be treated as a special case)
  • Degree in any field.
  • Interested in pursuing further study for professional qualifications as recognised by our regulators (for Associate Financial Planner entry level) and completing the minimum requirement of modules within 2 years.
  • Fit and Proper – background and financial status.
  •  Competent level of financial literacy.
  • Passionate to build up a professional career.
  •  Good communication and interpersonal skills.
  • Independent and entreprenurial mindset.


MFPC Educational Scholarship Programme (Leading to CMSRL)

Eligible Applicants

  • Age 25-40 (candidates above or below this age range will be treated as a special case)
  • Minimum Diploma in any field.
  • Interested in pursuing further study for professional qualifications as recognised by our regulators (for Associate Financial Planner entry level) and completing the minimum requirement of modules within 2 years.
  • Fit and Proper – background and financial status.
  • Competent level of financial literacy.
  • Passionate to build up a professional career.
  • Good communication and interpersonal skills.
  • Independent and entrepreneurial mindset.

If you are interested, please submit your resume and cover letter to recruitment@bpplanning.com.my



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