Chartered Wealth Advisor — Pure, Client-First Planning

International Financial Advisor Jobs; Dubai; On-site; AED 80,000 - 100,000; Full time

Benefits offered by this job

Performance-based annual bonus

Comprehensive health insurance

26 days annual leave

Flexible leave policy

Support for professional qualifications

Job summary

A leading wealth management firm in Dubai is seeking a qualified Financial Planner to deliver exceptional financial advice and manage long-term client relationships. You will benefit from an established client portfolio with no sales requirements. Ideal candidates should have a Level 4 qualification and at least 3 years of experience in wealth management. The firm offers competitive compensation, including bonuses and comprehensive health benefits, with a strong emphasis on professionalism and client satisfaction.

Qualifications

• UK-qualified (or equivalent) with Level 4+ qualifications (CII, CISI, CFP or higher).
• Minimum 3 years’ client-facing experience in wealth management.
• Strong ethical standards and client focus.

Responsibilities

• Deliver ongoing financial planning and advice.
• Manage and develop long-term client relationships.
• Review and optimise client strategies over time.

Skills

Client relationship management

Financial planning

Wealth management

Professional ethics

Education

CII Level 4 or equivalent

Chartered status (or working towards)

Job description

A leading wealth management firm in Dubai is seeking a qualified Financial Planner to deliver exceptional financial advice and manage long-term client relationships. You will benefit from an established client portfolio with no sales requirements. Ideal candidates should have a Level 4 qualification and at least 3 years of experience in wealth management. The firm offers competitive compensation, including bonuses and comprehensive health benefits, with a strong emphasis on professionalism and client satisfaction.