Financial
Advisory
Career

As an IFA firm, we pride ourselves in offering the widest range of financial and wealth accumulation products. You will be able to offer your valued clients a financial plan that is:

• Best of breed, bespoke and fully-customized
• Holistic and comprehensive
• Value-for-money and cost-effective

With the pandemic, the way of work has changed entirely for many of us. With Full & Seamless Non-Face to Face Process, we empower our financial consultants to serve with convenience.

Non-face-to-face financial advisory capabilities has been a norm for our firm. It has helped many consultants in our firm to get their financial planning endeavours fulfilled online.

The process is secured by 2FA verification, it is seamlessly efficient, easy to use and retains a high personal touch.

Being a firm which places a lot of emphasis on support and system, Financial Alliance has a huge support team handling Wealth Management; Business Development; FAR Development; Operations; IT and Administration, etc. They always offer their helping hands to our consultants whenever needs arise.

Our firm has put together a structured training program called Breakthrough Miracle Quarter Program (BMQ in short) for new joiners. This program is jointly conducted by many of our managers who will impart their knowledge and skillsets to the trainees over the period.  

Financial professionals are increasingly integrating social media as the core element of their marketing efforts.

Instead of the traditional marketing way of lead generation that can be costly, online lead generation has revolutionised how we reach out to new customers and encourage them to buy our product or service.

Our firm is at the forefront in imparting the online lead generation strategies and tools to our financial consultants.

It is essential to join a firm with an established training program for new joiners.

In Financial Alliance, our New S.T.A.R Journey Career Progression Framework for new consultants consists of 12 specially curated modules. Besides introducing the consultants to Financial Alliance Family, the other modules aim to give new consultants a comprehensive overview and to train them to use Financial Alliance’s ACSIS eco-system.

Many financial consultants were confused or paralyzed by the plethora of financial products out in the market. Most Financial Consultants out there have to manually dissect the information personally or at a team level.

In Financial Alliance, we have a Wealth Management Team who handles our LIME Portal (Life Insurance Made Easy). LIME, is essentially a platform that segmentizes every insurance class. It allows consultants to provide a concise summary of all the different insurers’ plans and clients can instinctively pick out what is best value for themselves, be it the whole life, term, or an endowment, or investment linked plans.

The pandemic created permanent changes in the way we live, work and operate our businesses. Our firm has met hundreds of applicants over the past 2 years.

Many financial professionals’ careers have come to a standstill and experienced numerous challenges. Contact us for a non-obligatory private discussion where our corporate personnel can better understand your requirements and pain points. With the right platform and mentor, you will be able to achieve breakthroughs in this financial advisory business.