Wealth Manager - Dubai

Click And Connect Online Limited; Dubai; Hybrid; AED 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Financial Planner to join their expanding European team. This role offers the opportunity to work closely with clients across Europe, providing expert advice on financial objectives such as retirement planning, life insurance, and estate tax planning. The company prides itself on a robust support network, ensuring you have all the tools needed to succeed. With flexible working options and a competitive bonus scheme, this position is perfect for both seasoned professionals and recent graduates looking to make a significant impact in the international wealth management space. Join a team that values collaboration and innovation while living in vibrant locations around the globe.

Benefits

Flexible working hours

Work from home option

Full support of an in-house paraplanner

In-house marketing team support

In-depth training in Repatriation

Competitive bonus scheme

UAE Benefits

Qualifications

• Proven success in advisory roles within financial services.
• Minimum Level 4 RDR UK Diploma or equivalent qualification.

Responsibilities

• Advise clients on medium to long-term financial objectives.
• Manage relationships and generate new business effectively.

Skills

Advisory / Relationship Management

Client Relationship Management

Entrepreneurial Attitude

Financial Planning

Lump Sum Investment

Retirement Planning

Life Insurance

Estate Tax Planning

Education

Level 4 RDR UK Diploma

Chartered Qualification

Job description

As a leading organization in their sector with offices in the UK and across the globe, our Client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in Europe.

As a Financial Planner in Europe, you will be working alongside the Director of the European business. Working in a face-to-face capacity with Europe-wide clients, you will be advising clients on medium to long-term financial objectives.

You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

Desired Skill & Experience

• A proven track record of success within an Advisory / Relationship Management capacity within a financial services organization such as a bank, brokerage, or IFA.
• Transferable AUM and Active Client Base.
• Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
• A proactive and entrepreneurial attitude that has led to the generation of new business whilst effectively maintaining client relationships in an efficient holistic fashion.
• At least 1 year experience as a Financial Planner.

Benefits

• Self-Employed with a competitive bonus scheme.
• UAE Benefits.
• Flexible working hours and the option to work from home/ remotely.
• Full support of an in-house paraplanner.
• In-house marketing team to support any campaigns you wish to run.
• In-depth training in Repatriation and clients returning with offshore solutions.

Why

• Strong regulatory background in multiple jurisdictions.
• Global Presence.
• Full training and support including funding of external CII, CISI, and LIBF qualifications.
• Industry leading investment proposition.
• Support with lead generation via business development research and marketing teams.
• Full paraplanning and admin support.
• Flexible working and infrastructure.
• Self-employed and employed adviser options available.

Unique Proposition

Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offers a truly unique proposition in the international wealth management space.
With an unrivaled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.

Regulation

The most important USP for our client is their strong regulatory background that has been with us since inception.
They hold the necessary licenses to operate in every jurisdiction where they have a physical presence.

Compliance

Underpinning their strong licensing and client offering is their dedicated internal compliance team. Their due diligence ensures they continue to develop new terms of business with investment and insurance providers while staying ahead of regulatory changes.

Investment Committee

They have an industry-leading investment proposition that is constantly reviewed by their investment committee. Their investment philosophy is based on four key principles: consistency, long-term growth, quality investments, and diversification.

Operational Support

Their advisers are supported by a large operations team who handle queries from providers, trustees, and clients to ensure the smooth issuance of new business advice.

Business Development

Business Development Managers are in place to introduce their unique proposition prior to setting up a first meeting with an adviser. They are also supported by a dedicated UK-based marketing team who create brochures, sales aids, advertising campaigns, and much more.

Team Ethos

Often overlooked, they have a strong team ethos. Their advisers, BDMs, and administrative staff spend a lot of time together and the sense of camaraderie is a real draw.