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Articled Planner

Full time, on-site

Have you obtained a Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning?

Chartered Wealth offers a prestigious Articled Planner Programme for eligible PgDip Financial Planning and Honours in Financial Planning Graduates. We have designed our 3-year-long Articled Planner Programme to equip financial planning graduates with the tools, knowledge, and expertise to succeed as a financial planner in the highly competitive Financial Planning industry. Our Articled Planner programme offers the following benefits:

  • Full-time employment
  • Financial Planning Administration exposure
  • Mentorship by CFP® professionals
  • Practical Financial Planning experience
  • Training to do Financial Planning properly (no policy pushing to meet sales targets)
  • Salary-based not commission-based
  • Life Coaching and Leadership training
  • Become a CFP® professional by the end of the programme

If you don’t have your qualification but are currently completing your Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning, you can apply to be a Financial Planning Administrator. Working as a Financial Planning administrator at Chartered will not only increase your chances of being selected for our Articled Planner programme, but it will also enable you to learn financial planning from the best in the industry.

Please note that our selection process is comprehensive, and we only accept several stand-out candidates annually.

Please fill in the form to apply