Financial Planner - Dubai

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 80,000 - 120,000; Full time

Job summary

A leading financial firm in Dubai seeks experienced Independent Financial Advisors (IFAs) to join their expanding team. Candidates should have a strong client bank, excellent communication skills, and a commitment to high ethical standards. The role offers above-average commissions, extensive support, and a stable career environment.

Benefits

Above-average commissions/fees

Support up to PA level with administrative help

Individual and team training for development

Long-term career stability with buy-out agreement

In-house Analyst for portfolio management

Friendly, supportive team environment

Participation in organized client events

Qualifications

• An ethical, trustworthy professional committed to high service quality.
• An IFA with an active client bank of over 5 million AUM.
• Aspirations to achieve level 4 qualification within 12 months.

Skills

Communication

Organizational Skills

Ethics

Education

Industry qualification at 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 follow the structure, theory and process established by Chartered Insurance Institute (CII) and Chartered Institute of Securities and Investments (CISI) in the UK. They stay updated on industry developments and international best practices, navigating clients through a wide range of financial products and complex regulatory environments.

Their approach is traditionally conservative, maintaining a strong balance between opportunity and risk, with the aim of enhancing the performance of assets or investments. They partner with leading global financial institutions known for their market knowledge and performance. They invite clients to visit their office for consultations in a comfortable, relaxed setting with their specialist team.

Overview

Our client is a Financial Planning Division of a leading firm, headquartered in Media City, Dubai. They pride themselves on providing excellent service, demonstrating strong ethics and values, and streamlining processes for efficiency. Currently in an exciting growth phase, they seek to expand their advisory team. If you desire a sustainable, rewarding business model and wish to make a difference in clients' financial wellbeing, they want to hear from you.

Benefits of Joining

• Work for a reputable brand
• Receive above-average commissions/fees due to transparent fee structures
• Support up to PA level with a dedicated administrative team
• Receive individual and team training for development
• Enjoy long-term career stability with a buy-out agreement
• Access to an in-house Analyst for active analysis and portfolio management
• Be part of a friendly, supportive team
• Participate in organized client events

Ideal Candidate Profile

• An ethical, trustworthy, financially sound professional team player committed to delivering top-quality service
• An experienced IFA with an active and transferable client bank over 5 million AUM
• Industry qualified with aspirations to achieve at least level 4 within 12 months
• Excellent communication and organizational skills