Business Development Manager – Dubai, UAE

Prestige IFA Jobs; Dubai; On-site; AED 60,000 - 120,000; Full time

Benefits offered by this job

Fully funded training

CISI/CII qualifications funded

Job summary

Prestige IFA Jobs is seeking entry-level Financial Planning Assistants to join a fully funded Financial Planning Trainee program. The role is office-based in Europe or Dubai, with potential relocation and a strong development path toward becoming a Financial Planner.

You will learn the client journey, report writing, and different analyses, while enrolling in CISI and CII qualifications. Training is delivered by an apprenticeship provider with our Learning and Development team.

Qualifications

• No prior experience required; motivated to build a career in financial planning.
• Strong communication and team-working abilities are valued.
• Good time management and a proactive learning mindset are essential.

Responsibilities

• Gain experience in financial planning, client journey, and report writing.
• Learn to use Our client’s tools and processes and start CISI/CII qualifications.
• Collaborate with multiple teams and progress toward becoming a Financial Planner.

Skills

Attention to detail

Strong communication

Teamwork

Willingness to learn

Education

DipPFS / CISI Level 4 / CFP or equivalent

Job description

This role is office based in Europe or Dubai and may require relocation Our client has great plans for expansion and wishes to continue to be at the forefront of independent advice-driven financial planning. We're searching for entry-level Financial Planning Assistants (BDA's) to join our professional and fully funded Financial Planning Trainee role in any of their global offices. Our client is one of the world's leading independent financial institutions, providing a range of innovative wealth and investment management services focused on addressing our customers' needs via a network of offices across the Middle East, India, Europe, Africa, East Asia, ASEAN and Australasia.

Our client can help you achieve your professional goals while also allowing you to make a unique contribution to the company. Our client's approach to career development is versatile; colleagues are encouraged to learn, take advantage of development opportunities, and be open to new experiences. Our client believes supporting colleagues well fosters a positive culture that creates good outcomes for clients. The combination of work experience and outstanding learning and development opportunities available within Our client will equip you with a well-rounded skill set that will enable you to build your career as a Financial Planner.

We'd love to hear from you if you’d like to advance your career with a company that will stretch and challenge you while giving you the skills and experience you need to succeed.

What to expect?

Your first year will be spent gaining experience and learning everything there is to know about financial planning. You'll learn about the client journey, report writing, different types of analysis and how to use Our client's tools and processes. You'll also enroll in the CISI and CII Financial qualifications, which will start your journey to becoming a qualified Financial Planner. You will also gain additional skills through a variety of training programmes delivered by Our client's apprenticeship provider and fantastic Learning and Development team. After your first year, you will be able to specialise your development towards becoming a Financial Planner. Our client will support you to achieve any additional exams, with ongoing development to support your career.

What You Will Bring

• We don't require prior experience, but Our client is searching for dedicated individuals who are serious about creating a career in financial planning with Our client. Our client is making a significant investment in future financial planning talent to help support and drive the company's growth, and we need you to be a part of it.
• Our client has a collaborative culture, and you will collaborate with multiple teams both inside and outside your office during the programme. As a result, Our client values team-working abilities.
• We're looking for people who pay attention to detail and maintain accuracy throughout their work.
• Whilst client advice will be limited initially, we are looking for those who can succeed as their careers advance. Our client values good communication and people skills and a desire to build long-term connections with clients.
• We need you to have good time management skills because this is a demanding and varied role where you will often be managing many priorities while also studying.
• Through on-the-job experiences, learning and development, and qualifications, Our client's training provides you with a continual learning path. We're searching for people that enjoy learning new things, seek out ways to expand their knowledge, and invest time in their studies. While challenging at times, Our client is confident that each exam you pass, and every opportunity taken to learn will benefit you both personally and professionally.

Our client is proud to be an equal opportunity employer. Our client is committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation, and disability.

If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know by emailing and we will do our best to make suitable adjustments.

UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).