Financial Planner

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

Job summary

A financial advisory firm in Dubai is looking for an experienced Independent Financial Advisor (IFA) with a transferable client bank. The ideal candidate will demonstrate ethical professionalism and possess strong communication skills. This role offers competitive commissions, dedicated support, and a path to career stability. If you aspire to achieve industry qualifications and want to positively impact clients' financial well-being, we encourage you to apply.

Benefits

Above average commissions

Dedicated administration support

Individual and team training

Long-term career stability

Qualifications

• Ethical and trustworthy team player with a commitment to service excellence.
• Experienced IFA with an active client bank exceeding 5 million AUM.
• Strong communication and organizational abilities.

Responsibilities

• Support clients in achieving their financial goals through advisory services.
• Utilize in-house analysis for portfolio management.
• Participate in organized client events to foster relationships.

Skills

Client relationship management

Communication skills

Organizational skills

Education

Level 4 industry qualification

Job description

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.

Their 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. hey welcome you to visit our office where we can accommodate you in a comfortable, relaxed setting and in the dependable hands of our specialist team.

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 transferableclient bank over 5 million AUM
• Industry qualified with aspirations to achieve a minimum of level 4 within 12 months
• Excellent communication and organizational skills