Financial Planner - Dubai

Ircfsjobs.com; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A financial advisory group in Dubai is seeking an experienced Independent Financial Advisor (IFA) to join their team. The ideal candidate will have an existing client bank, possess industry qualifications, and demonstrate strong communication skills. This role offers a supportive environment with opportunities for professional growth, competitive commissions, and participation in client events. Join a reputable firm driven to enhance clients' financial well-being.

Benefits

Above-average commissions and fees

Dedicated administration support

In-house analyst for portfolio management

Career stability with buy-out agreement

Qualifications

• Experienced Independent Financial Advisor (IFA) with a client bank over 5 million AUM.
• Ethical and trustworthy professional with a focus on delivering quality service.
• Aspirations to achieve minimum level 4 qualification within 12 months.

Responsibilities

• Work for a reputable brand and provide financial advice.
• Receive extensive training and support for professional development.
• Participate in organized client events.

Skills

Excellent communication skills

Organizational skills

Team player

Client relationship management

Education

Industry qualifications (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 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. They 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