Financial Planning Trainee: Launch Your Planner Career

Prestige IFA Jobs; Dubai; On-site; AED 60,000 - 120,000; Full time

Benefits offered by this job

Fully funded training

CISI/CII qualifications funded

Job summary

Prestige IFA Jobs is seeking entry-level Financial Planning Assistants to join a fully funded Financial Planning Trainee program. The role is office-based in Europe or Dubai, with potential relocation and a strong development path toward becoming a Financial Planner.

You will learn the client journey, report writing, and different analyses, while enrolling in CISI and CII qualifications. Training is delivered by an apprenticeship provider with our Learning and Development team.

Qualifications

• No prior experience required; motivated to build a career in financial planning.
• Strong communication and team-working abilities are valued.
• Good time management and a proactive learning mindset are essential.

Responsibilities

• Gain experience in financial planning, client journey, and report writing.
• Learn to use Our client’s tools and processes and start CISI/CII qualifications.
• Collaborate with multiple teams and progress toward becoming a Financial Planner.

Skills

Attention to detail

Strong communication

Teamwork

Willingness to learn

Education

DipPFS / CISI Level 4 / CFP or equivalent

Job description

Prestige IFA Jobs is seeking entry-level Financial Planning Assistants to join a fully funded Financial Planning Trainee program. The role is office-based in Europe or Dubai, with potential relocation and a strong development path toward becoming a Financial Planner.

You will learn the client journey, report writing, and different analyses, while enrolling in CISI and CII qualifications. Training is delivered by an apprenticeship provider with our Learning and Development team.