Financial Planner

Independent Resourcing Consultancy; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial consulting firm in Dubai seeks an experienced Financial Advisor to join their growing advisory team. This role offers competitive commissions due to a transparent fee structure, support from dedicated administration, and opportunities for professional development. Ideal candidates will have a transferable client bank and aspire to achieve at least level 4 qualification within a year. Join a supportive team that values ethics and client wellbeing.

Benefits

Above average commissions

Support from administration team

Training for personal development

Long-term career stability with buy-out agreement

Qualifications

• An experienced IFA with a transferable client bank of over 5 million AUM.
• Industry qualified with aspirations to achieve a minimum of level 4 within 12 months.
• An ethical, trustworthy, financially sound, professional team player.

Responsibilities

• Provide top-quality financial advice and services to clients.
• Collaborate with a dedicated administration team for support.
• Participate in organized client events.

Skills

Excellent communication skills

Organizational skills

Ethical and trustworthy

Client service delivery

Education

Level 4 qualification in financial advice (aspiring)

Job description

Our client was established for more than 15 years in Dubai, United Arab Emirates, and they specialize in areas such as personal and corporate wealth management, retirement planning, business protection, life insurance, education fee plans, UK pensions & transfers, offshore investments and mortgages.

Our team of consultants is highly experienced, with solid track records in their respective fields of expertise. All following the structure, theory and process established by Chartered Insurance Institute (CII) and Chartered Institute of Securities and Investments (CISI) in the UK. They keep abreast of all the latest industry developments and international best practices and can navigate you through a wide range of financial products and complex regulatory environments.

Their approach is traditionally conservative. They maintain a strong balance between opportunity and risk, with the constant aim of enhancing the performance of your assets or investments. They partner with the leading global financial institutions, known throughout the industry for their best-in-class experience, first-rate market knowledge and outstanding performance track records.

Overview

Our client is a Financial Planning Division of a leading firm, headquartered in Media City, Dubai. Who pride themselves on the enhanced service they provide their clients, the ethics and values that they continually demonstrate and the streamline processes that they have adopted making their business lean. They are now in an exciting growth phase and are seeking to expand their already successful advisory team. If you are looking for a sustainable and rewarding business model and want to make a difference in your clients lives and financial wellbeing, then we want to hear from you.

By Joining this firm you will;

• Work for a brand you can be proud of
• Receive above average commissions / fees due to a transparent fee structure
• Be supported up to PA level with a dedicated administration team
• Be provided with individual and team training that supports your development
• Have long term career stability with a buy-out agreement built into your contract
• Have access to an in-house Analyst to provide you active analysis and portfolio management
• Be part of a friendly, supportive team that go the extra mile
• Participate in organized client events

Who we are looking for;

• An ethical, trustworthy, financially sound, professional team player that has a natural instinct to deliver top quality service
• An experienced IFA with an active and transferable client bank over 5 million AUM
• Industry qualified with aspirations to achieve a minimum of level 4 within 12 months
• Excellent communication and organizational skills