Financial Advisor

FWD Group is a pan-Asian life insurance business with over 13 million customers across 10 markets. Established in 2013, FWD is focused on changing the way people feel about insurance. The company delivers innovative propositions, easy-to-understand products, and a simpler insurance experience through its customer-led and digitally enabled approach.

This is a part-time remote role for a Financial Advisor at FWD Insurance. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. The role involves assessing clients financial goals, creating personalized financial plans, and recommending suitable investment products. The Financial Advisor will also provide ongoing financial advisory services and assist clients in making informed financial decisions.

• Financial Planning and Finance skills
• Experience in Retirement Planning and Investments
• Financial Advisory skills
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work independently and remotely
• Knowledge of insurance products and regulations
• Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus