Development Manager – Dubai, UAE

Prestige IFA Jobs; Al Ain; On-site; AED 220,000 - 294,000; Full time

Job summary

Prestige IFA Jobs is seeking entry-level Financial Planning Assistants to join a fully funded trainee programme. The first year focuses on learning the client journey, report writing, analysis, and using client tools while pursuing CISI and CII qualifications.

After year one, you’ll progress toward becoming a Financial Planner with ongoing support to complete more exams and build your career within the firm’s expanding offices across the region.

Qualifications

• No prior experience required; strong interest in a career in financial planning.
• Willingness to study and pursue CISI and CII qualifications.

Responsibilities

• Spend first year learning the client journey, reporting and analysis.
• Use client tools and processes; enroll in CISI and CII qualifications.
• Develop towards becoming a Financial Planner with ongoing training.

Skills

Attention to detail

Time management

Communication

Team collaboration

Education

CISI/CII qualifications path

Job description

• Compensation: USD 60,000 - USD 80,000 - yearly

Company Description

Our client has great plans for expansion and wishes to continue to be at the forefront of independent advice-driven financial planning. Our client is searching for entry-level Financial Planning Assistants (BDA’S) to join their 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 their clients’ 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 with our client will equip you with a well-rounded skill set that will enable you to build your career as a Financial Planner.

Our client would like to hear from candidates who want to advance their career with a company that will stretch and challenge you while giving you the skills and experience you need to succeed.

Job Description

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 the 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 the 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.

Qualifications

What You Will Bring

• Prior experience is not required, 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 they need people who can be 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.
• Our client is looking for people who pay attention to detail and maintain accuracy throughout their work.
• Whilst client advice will be limited initially, Our client is 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.
• Candidates need 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. Our client is 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.

Additional Information

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 Prestige will do its best to make suitable adjustments.