Financial Planner - Dubai

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 90,000 - 150,000; Full time

Job summary

A leading financial planning firm in Dubai is seeking an experienced Independent Financial Advisor (IFA) to join their advisory team. The candidate will work within a reputable brand, offering services such as wealth management and retirement planning. Emphasizing ethical practices and a supportive environment, the firm provides extensive training and support, promising career stability and growth opportunities.

Benefits

Above-average commissions/fees

Dedicated administration team support

Individual and team training

Access to in-house Analyst

Client events participation

Qualifications

• Proven experience as an Independent Financial Advisor (IFA) with a transferable client bank.
• Ability to deliver exceptional service and maintain client relationships.

Responsibilities

• Provide financial planning services and advice to clients.
• Manage and grow client investment portfolios.

Skills

Communication skills

Organizational skills

Education

Level 4 qualification in Financial Advice

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 the Chartered Insurance Institute (CII) and Chartered Institute of Securities and Investments (CISI) in the UK. They stay updated on the latest 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 clients' assets or investments. They partner with leading global financial institutions known for their market knowledge and performance. Clients are welcomed to visit their office, where they can be assisted in a comfortable, relaxed setting by 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 quality of service, ethics, and values, along with streamlined processes that make their business efficient. Currently in an exciting growth phase, they seek to expand their advisory team. If you seek a sustainable, rewarding business model and wish to make a difference in clients' lives and financial wellbeing, they want to hear from you.

By joining this firm, you will:

• Work for a reputable brand
• Receive above-average commissions/fees due to a transparent fee structure
• Be supported up to PA level with a dedicated administration team
• Receive individual and team training to support your development
• Enjoy long-term career stability with a buy-out agreement in your contract
• Have access to 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

Who we are looking for:

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