Financial Planning Consultant

deVere Group; Abu Dhabi; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading wealth tech organization in Abu Dhabi is seeking an experienced individual in the Financial Services sector. The role involves working closely with clients to provide comprehensive financial solutions and requires strong analytical thinking, communication, and interpersonal skills. Generous compensation, structured career progression, and world-class incentives are offered. Successful candidates will enjoy a dynamic environment helping clients achieve their financial goals.

Benefits

Generous High income

In House Administration

In House Compliance

Bespoke CRM

Full product training

Weekly pay-run

Structured career progression

Performance incentives

Qualifications

• Experience in the Financial Services sector.
• Comfortable working with clients and a team.
• Ability to structure complex financial solutions.

Responsibilities

• Work closely with clients to meet their financial goals.
• Offer a suite of digital solutions for investment advice.
• Engage in structured project execution for risk management.

Skills

Strong communication skills

Interpersonal skills

Analytical thinking

Job description

Overview

deVere Group of companies are the world’s premier wealth tech and advice organisation. deVere group via its well-regulated subsidiaries is able to access cutting edge technology to offer the best products and opportunities in the International Financial Services sector

Advisors working within the group offer financial solutions driven by face-to-face advice along with evolving technology in these ever-changing times and are uniquely placed to achieve our client’s financial goals.

Working within a dynamic environment, our advisors work closely with clients to structure and execute some of the largest and most complex financing and risk management solutions across the full product spectrum by offering products and services spanning markets that include fixed income, private equity, commodities, hedge funds, and real estate.

Our Advisors are poised to help provide objective investment advice on products that make sense for our clients. Providing a suite of digital solutions to help clients meet their financial goals by build long-term relationships.

What do we require?

This role requires an experienced individual who is already trained and developed within the Financial Services sector. Comprehensive training is provided on the full suite of deVere Financial solutions to enhance to your existing experience.

You should be comfortable working with people and be an analytical thinker. Strong communication and interpersonal skills are needed in order to work successfully with clients and team members.

What do we offer?

• Generous High income
• In House Administration
• In House Compliance
• Bespoke CRM
• Full product training
• A weekly pay-run
• Structured, defined career progression.
• World class company performance incentives.