Financial Planner - Dubai

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 60,000 - 100,000; Full time

Job summary

An established industry player in Dubai is seeking experienced financial advisors to join their growing team. This role offers the opportunity to work with a reputable firm that values ethics and client service. You will be part of a supportive team, receive comprehensive training, and have access to in-house resources for portfolio management. The firm prides itself on a transparent fee structure and offers long-term career stability with a buyout agreement. If you are a trustworthy professional with a solid client base and a passion for enhancing clients' financial well-being, this is the perfect opportunity for you.

Benefits

Above average commissions

Dedicated administration team

Individual and team training

Long-term career stability

Access to in-house Analyst

Organized client events

Qualifications

• Seeking ethical and trustworthy professionals with a client bank over 5 million AUM.
• Aspiration to achieve level 4 qualification within 12 months is essential.

Responsibilities

• Provide top quality financial planning and advisory services to clients.
• Support clients in navigating complex financial products and regulatory environments.

Skills

Communication Skills

Organizational Skills

Financial Planning

Client Relationship Management

Education

Industry Qualification (Level 4)

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 the 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 leading global financial institutions known throughout the industry for their best-in-class experience, first-rate market knowledge, and outstanding performance track records. They welcome you to visit their office where they can accommodate you in a comfortable, relaxed setting and in the dependable hands of their specialist team.
Overview
Our client is a Financial Planning Division of a leading firm headquartered in Media City, Dubai. They pride themselves on the enhanced service they provide their clients, the ethics and values that they continually demonstrate, and the streamlined 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 buyout 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 goes 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