Financial Planner - Dubai

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

Job description

Our client was established for more than 15 years in Dubai, United Arab Emirates, and specializes 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, following the structure, theory, and process established by the Chartered Insurance Institute (CII) and the Chartered Institute of Securities and Investments (CISI) in the UK. They stay updated on the latest industry developments and international best practices, guiding 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 asset or investment performance. They partner with leading global financial institutions known for their expertise, market knowledge, and performance track records. They welcome clients to visit their office, where they can be accommodated in a comfortable, relaxed setting by their specialist team.

Overview

Their Financial Planning Division is part of a leading firm headquartered in Media City Dubai. They pride themselves on providing excellent service, demonstrating strong ethics and values, and adopting streamlined processes to keep their business lean. Currently in an exciting growth phase, they seek to expand their successful advisory team. If you seek a sustainable, rewarding business model and want 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 a transparent fee structure
• Support up to PA level with a dedicated administrative team
• Receive individual and team training for your development
• Enjoy long-term career stability with a buy-out agreement
• Access an in-house Analyst for active analysis and portfolio management
• Be part of a friendly, supportive team that goes the extra mile
• Participate in organized client events

Candidate Profile:

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