Financial Planner - UAE/GCC Advisory, Flexible Hours

Independent Resourcing Consultancy Ltd; Abu Dhabi; Hybrid; USD 16,000 - 28,000; Full time

Job summary

Join a leading organization in the financial services sector as a Financial Planner in the Middle East. This role offers a unique opportunity to work closely with clients across the GCC, providing expert advice on investments, retirement planning, life insurance, and estate tax strategies. With a strong regulatory background and a focus on client relationships, you will benefit from a supportive environment that encourages business development and personal growth. The company offers flexible working options and a competitive bonus scheme, making it an ideal place for both experienced planners and recent graduates looking to make their mark in international wealth management.

Benefits

Competitive bonus scheme

Flexible working hours

Option to work from home

In-house paraplanner support

In-house marketing team support

In-depth training

Strong compliance support

Qualifications

• Proven track record in advisory roles within financial services.
• Minimum Level 4 RDR UK Diploma or equivalent qualification.

Responsibilities

• Advise clients on medium to long-term financial objectives.
• Provide advice on investments, retirement, and estate planning.

Skills

Advisory / Relationship Management

Financial Planning

Client Relationship Management

Lump Sum Investment

Retirement Planning

Life Insurance

Estate Tax Planning

Business Development

Education

Level 4 RDR UK Diploma

Chartered Qualification

Job description

Join a leading organization in the financial services sector as a Financial Planner in the Middle East. This role offers a unique opportunity to work closely with clients across the GCC, providing expert advice on investments, retirement planning, life insurance, and estate tax strategies. With a strong regulatory background and a focus on client relationships, you will benefit from a supportive environment that encourages business development and personal growth. The company offers flexible working options and a competitive bonus scheme, making it an ideal place for both experienced planners and recent graduates looking to make their mark in international wealth management.