Senior Financial Planner

Parker Connect; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial services firm in Dubai is seeking a Senior Financial Planner to develop tailored financial strategies for clients and provide corporate advisory services. The ideal candidate will have a strong background in wealth management, a relevant degree, and experience in a regulated environment, offering significant earning potential through a competitive salary and uncapped commission.

Qualifications

• Minimum 3–5 years of experience in wealth management or financial planning.
• Professional certifications such as CFP are a plus.
• Experience in a regulated jurisdiction, preferably DIFC and under DFSA.

Responsibilities

• Create tailored financial strategies for clients.
• Collaborate with corporate clients on gratuity schemes.
• Build long-term relationships and adapt financial plans.

Skills

Analytical skills

Problem-solving skills

Negotiation skills

Stakeholder management

Client risk assessments

Education

Bachelor’s degree in Finance

Bachelor’s degree in Insurance

Bachelor’s degree in Risk Management

Job description

Senior Financial Planner

Location: DIFC, Dubai

Industry: Financial Services

Salary: AED 10,000/month + Uncapped Commission

Job Type: Full-Time, Monday to Friday

Regulatory Environment: DFSA

About the Role

We are recruiting a Senior Financial Planner on behalf of a DFSA-regulated firm in the DIFC. This role is ideal for an experienced professional passionate about wealth management, financial planning, and corporate advisory services. The position offers a competitive base salary with uncapped commission, providing significant earning potential.

Key Responsibilities

1. Financial Planning for Individuals: Create tailored financial strategies that align with clients’ life goals, risk appetite, and investment timelines.
2. Corporate Gratuity Advisory: Collaborate with corporate clients to develop and manage effective, compliant gratuity schemes.
3. Compliance & Regulation: Operate fully within DFSA regulations. Keep up to date with industry and regulatory developments.
4. Client Engagement: Build long-term relationships with clients. Regularly review and adapt financial plans as client needs evolve.
5. Market Monitoring: Stay informed on market trends and developments. Deliver timely and insightful recommendations to clients.
6. Business Development: Drive revenue through new client acquisition and retention of existing clients, aligned with activity targets.
7. Ongoing Learning: Complete a minimum of 30 CPD hours annually to remain informed and certified.

Requirements

• Bachelor’s degree in Finance, Business, or a related discipline
• Professional certifications such as CFP (or equivalent) are a plus
• Minimum 3–5 years of experience in wealth management or financial planning
• Experience in a regulated jurisdiction, preferably DIFC and under DFSA
• Strong knowledge of investment strategies and gratuity planning
• Excellent relationship-building and communication skills
• Self-driven, ethical, and committed to personal growth

Additional Experience in Insurance

Experience: 4–8 years in general/commercial insurance brokerage

Exposure: Corporate clients, underwriting processes, risk profiling

Products: Property, Liability, Marine, D&O, Cyber

Education

• Bachelor’s degree in Finance, Insurance, Risk Management, or related field
• Professional certifications preferred (UAE Insurance Authority license, ACII, CPCU)

Key Skills

• Deep understanding of general insurance markets and risk solutions
• Strong analytical and problem-solving skills
• Excellent negotiation and stakeholder management skills
• Familiarity with compliance regulations and claims processes
• Ability to conduct in-depth client risk assessments and structure tailored policies