Adviser Academy
A mentored pathway to becoming a professional financial planner.
Train. Qualify. Advise. Build a career that changes lives.
Interested in a challenging and rewarding career?
A career as a financial planner is both challenging and deeply rewarding. You are not just being entrusted with a person’s wealth, but their dreams. From funding a child’s education to retiring with confidence, it is you and your work that can help someone achieve these life-changing financial goals.
Our Adviser Academy offers bespoke one-to-one mentorship and individual support to help you become a qualified financial planner. It is not cohort based nor is it volume driven. We are developing professionals seeking a long-term, meaningful career as a financial planner.
You will receive focused development, structured oversight and direct involvement from senior leadership, helping guide you through everything from completing vital qualifications to building your own client relationships. Our goal is simple. To help you become a world class holistic financial planner who upholds the highest professional standards.
As a Chartered Insurance Institute International Professional Partner Firm, ouur goal is simple; to help you become a world class holistic financial planner who upholds the highest professional standards.
Learn more about our professional affiliationsHow it works
Receive close mentorship
You will be assigned a primary mentor responsible for your development plan, performance oversight, and progression milestones. However, mentorship is not limited to one individual. You will also shadow experienced advisers across the wider team, as well as having regular contact with senior leadership throughout your time in the Academy.
Complete vital qualifications
You are required to hold certain qualifications to be a financial planner. We will help support and prepare you to complete these.
Shadow our team
You will shadow the team to absorb technical knowledge, understand regulatory frameworks, develop cultural awareness, and build confidence in international financial planning structures.
Work with clients
Over time, as your technical understanding becomes instinctive, we anticipate you having more client conversations yourself. As competence develops and regulatory permissions allow, we expect you to begin managing client relationships independently.
Become a financial planner
Graduation from our Academy occurs when you demonstrate technical competence, regulatory understanding and the ability to manage sustainable client relationships independently. Typically, meaningful progression to become a holistic financial planner takes between two and four years depending on starting level and prior experience.
Requirements
The Academy has been designed to support multiple entry points, from those with financial services experience to those changing or even starting their careers.
Our Academy operates from our head office in Kuala Lumpur, Malaysia. Applicants must therefore be willing to relocate if they do not already live in Kuala Lumpur.
For many candidates this represents a rare opportunity to build an international financial planning career while developing professional experience in one of Asia’s most dynamic and fast-growing regions.
The Adviser Academy is not designed for individuals seeking a short-term sales role or a quick route to earnings.
- Strong communication skills and emotional intelligence
- Integrity and a professional mindset
- Commitment to professional qualifications
- Commercial awarness and resilience
- Ability to operate in an international environment
- A genuine desire to live and work in Malaysia on a medium to long term basis
- A strong work ethic
- A university degree, although not mandatory
- Prior experience in financial services, banking or paraplanning
- Existing Level 4 Diploma qualifications in Financial Planning or Wealth Management
Apply
We operate a rolling application process with no fixed deadlines. However, intake is intentionally limited. Typically, we welcome one new Academy member every three to six months. This allows us to protect standards and ensure we have capacity to offer proper mentorship.
If you are interested in applying, please send your CV together with a covering letter answering the following two questions:
