REACHING OUT, TOUCHING LIVES
WARREN & ASSOCIATES
SP-WARREN
Authorised representative of AIA Singapore Private Limited (Reg. No. 201106386R)
A MORE MEANINGFUL TOMORROW
Build a career around people, planning and meaningful advice.
A career in financial advisory is about more than financial products. It starts with understanding people, what matters to them, and the goals they want to achieve for themselves and the people they care about.
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At Warren & Associates, we believe great advisors are built through structured mentorship, hands-on learning and a genuine commitment to client goals.
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Whether you already know that financial advisory is the career you want to pursue, or would prefer to explore the profession before fully committing, there is a way to begin.
YOUR PATHWAY
Two Ways to Begin
Different starting points. The same goal of developing good advisors.
Some people want to explore the profession first, while others are ready to pursue the career.
Whichever stage you are at, there is a pathway for you.
I WANT TO EXPLORE FIRST
Start as a Para-Planner
Interested, but want the opportunity to understand the work before fully committing to the career?
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Gain paid, hands-on exposure to real financial planning work while you learn alongside experienced consultants. You will have the opportunity to see how client needs are understood, how financial plans and recommendations are developed, and how different areas of financial planning come together.​
I'M READY TO PURSUE ADVISORY
Start Your FSC Journey
Feel ready to pursue a career in financial advisory? You do not need to begin as a Para-Planner. Receive support, guidance and resources as you work towards the relevant licensing examinations and prepare for the transition into advisory.
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Once the requirements are completed and you are contracted as a Financial Services Consultant (FSC), you can begin working directly with clients, with continued support and mentorship.
WHAT FINANCIAL ADVISORY INVOLVES
Good advice starts with understanding the person behind the numbers.
Financial advisory involves more than just financial products. It is about understanding people, their goals and what matters to them, and helping them make informed decisions at different stages of life.
Estate Planning
Help clients think beyond their own lifetime, plan for the orderly transfer of their wealth, and provide for the people and legacy that matter to them.
Wealth & Retirement Planning
Support clients in building, growing and preserving their wealth for the future
Protection Planning
Help clients and their loved ones be better prepared for life's uncertainties
Ongoing Client Relationships
Be a long-term trusted partner through different life stages
"The recommendation is only one part of the process.
Understanding the client well enough to make the right recommendations comes first."
WHY WARREN & ASSOCIATES?
Build more than just product knowledge.
We invest in your growth with the support, resources and environment you need to develop a rewarding career.
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Estate planning is a key part of how we approach financial advisory, helping our consultants develop a broader perspective on clients, their families and the legacy they want to leave behind.​​
Estate Planning Expertise
Learn from a team with strong estate planning experience
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Structured Mentorship
Learn from experienced consultants who are committed to your development
Build Strong Foundations
Develop the knowledge and skills needed for thoughtful, client-focused advice
Develop Your Own Approach
Find your strengths and be supported in shaping your own unique advisory style
Client-First Approach
Develop advice around client needs and goals, not individual products
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Grow With A Team
Be part of a collaborative and supportive team culture
DOES THIS DESCRIBE YOU?
Eligibility
To be considered, you should meet the following requirements:
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Singapore citizen / PR
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At least 21 years old
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Minimum academic requirements:
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GCE ‘A’ Levels /
International Baccalaureate (IB) Diploma -
Polytechnic diploma
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Other equivalent or higher qualification​
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FREQUENTLY ASKED QUESTIONS (FAQ)
Do I have to become a Para-Planner before becoming an FSC? No. The Para-Planner pathway is designed for people who want the opportunity to experience and understand financial planning work before fully committing to a career in advisory. If you already know that you want to pursue financial advisory, you can speak to us about starting directly on the FSC pathway.
What if I'm interested in financial advisory but I'm still unsure? That is exactly where the Para-Planner pathway can help. You can gain hands-on exposure to the planning process, learn alongside experienced consultants and better understand what the profession actually involves before deciding whether you want to progress further.
Can I advise clients as a Para-Planner? No. The Para-Planner position is a learning and planning-support role rather than a licensed client-facing advisory role. Client-facing financial advisory begins only after the relevant licensing, regulatory and contracting requirements have been completed.
What happens if I choose the FSC pathway? We will first speak with you about the career, what the role involves and what the pathway towards becoming an FSC looks like. We can then provide guidance, resources and support as you work towards the relevant licensing examinations and requirements for contracting.
Do I need to come from a finance background? Not necessarily. People can enter financial advisory from many different backgrounds. Your ability to learn, communicate, understand people, solve problems and build trusted relationships can all contribute to becoming a good advisor. The professional experience and perspectives you have already developed may also be more transferable than you think.
What if I just want to find out more first? That's completely fine. You do not need to make a career decision before speaking with us. Come with your questions, learn more about the profession, and decide for yourself whether to proceed with either pathway.
READY TO TAKE THE NEXT STEP?
Start with a conversation.
Whether you are curious about financial advisory, interested in experiencing the work as a Para-Planner, or already ready to work towards becoming an FSC, we would be happy to have a conversation. There is no obligation to take things further.
Come with your questions (even the hard ones), understand what the different pathways involve, and decide which feels right for you.
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