Independent Financial Adviser

**Five Reasons to consider Independent Financial advisory with Avallis Financial as a career.**

1) With no agency ties, our Clients can rest assured our neutral and independent recommendations give Clients the true luxury of choice through our extensive range of financial planning solutions. This environment allows us to maintain high standards and find practical solutions in the Clients’ interest.

2) Avallis has a friendly environment with good administrative support. We get different perspectives to work harmoniously together.

3) We have the autonomy to do things our own way. We are also rewarded for hard work and reaching our goals.

4) We have a structured methodology for financial planning that allows our critical thinking to find a suitable solution for our clients.

5) Avallis guide us to build a successful financial advisory career and we can explore the management path where we can lead a team make a significant impact on the business.

**Who is Avallis?**

Avallis (formerly First Principal), a pioneer Independent Financial Adviser (IFA) agency was founded in 1997. Since then, Avallis has developed into a sophisticated Financial Institution with Products/Solutions ranging from basic Financial products to Private Banking products (via an External Asset Manager model), and complex solutions for Mega Wealthy clients (min. net worth of USD50 Million).

**Why Avallis?**

We are one of the only firms in Singapore to offer comprehensive Turnkey Financial Solutions for Clients across all market segments (from Retail, Mass Affluent, HNW and above) within the Avallis umbrella organisation.
- Leverage on Avallis’ position as an Independent Financial Advisory (IFA) firm to advise your Clients on the most suitable Insurance and Investment products available (with long-term consideration to factors such as Demographics, Income, Commitments, etc.)
- Turnkey Financial Solutions - Target High Net Worth Clients with services offered by our in-house affiliates, such as Family Office, Trust & Will Planning, Universal Life Policy and External Asset Management (EAM - Private Banking)
- Equip yourself withan Effective and Ethical Business Approach and Skills through Mentorship from our team of Managers

**What We Offer**
- Impartiality through access to a large majority of Insurance/Financial Products, unrestricted by Provider, to cater to your clients’ bespoke needs
- Mentorship Support for individuals who are Driven and Aspire to a Fruitful Career by CFP Lecturer.
- Comprehensive Skills & Technical Training to master Personal Financial Planning and engage other individuals to achieve their Goal.

**Responsibilities**
- Advocate the best paths to achieve long-term Financial Stability and Success via Insurance and Financial instruments
- Research the Full Spectrum of Financial Products available, identify their Unique Selling Points (USPs) and recommend the right ones to Clients
- Understand Wealth Planning and advise on Investment Portfolio Management
- Perform Targeted Prospecting, Marketing and Sales activities
- Receive Mentorship from Manager to develop hands-on experience in Client Management
- Be Competitive against Private Banks for High Net Worth clients by capitalising on Avallis Group’s Family/Trust Office and External Asset Management (EAM) entities
- Join Us_

Work Remotely
- Yes

**Job Types**: Full-time, Part-time, Commission, Permanent
Part-time hours: 40 per week

**Salary**: From $1.00 per month

**Benefits**:

- Flexible schedule
- Professional development
- Work from home

Supplemental pay types:

- Commission pay
- Retention bonus

COVID-19 considerations:
Work From Home, Training via Zoom

**Education**:

- GCE 'A' Level or equivalent (preferred)

License/Certification:

- Pink/Blue IC (required)