Financial Planner - Dubai

Ircfsjobs.com

Dubai

On-site

AED 200,000 - 320,000

Full time

5 days ago
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Benefits offered by this job

Brand reputation
High commissions
Admin support
Training opportunities
Buy-out contract
In-house analyst
Team environment
Client events

Job summary

Our client, a Dubai-based financial planning division of a leading firm, is expanding its advisory team. If you are an ethical, experienced IFA with a transferable client bank, you will work within a supportive environment to deliver tailored wealth management and retirement planning guidance to high-net-worth clients.

You will benefit from above-average commissions, dedicated admin support up to PA level, ongoing training, and a buy-out option built into your contract while enjoying long-term

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.

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
  • 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
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