Independent Financial Advisor

Client of Independent Resourcing Consultancy; Abu Dhabi; On-site; AED 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an experienced Independent Financial Advisor to join their dynamic team in Abu Dhabi or Dubai. This role involves providing expert financial advice to clients, helping them secure their financial futures. You will leverage your extensive experience in wealth management to build lasting client relationships, conduct thorough financial assessments, and develop tailored financial plans. Join a supportive and collaborative work environment where your skills will make a significant impact on clients' financial success. If you are passionate about helping others achieve their financial goals, this opportunity is perfect for you.

Qualifications

• Minimum 5 years of experience in wealth management.
• Industry-leading qualifications such as CFP or CFA.

Responsibilities

• Build and maintain client relationships with expert financial advice.
• Develop personalized financial plans including investment and tax strategies.

Skills

Financial Advisory

Communication Skills

Analytical Skills

Problem-Solving

Client Relationship Management

Education

CFP

CFA

Job description

Client of Independent Resourcing Consultancy

Job Description
Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Abu Dhabi or Dubai, UAE
We are representing an International leading Wealth Management firm in Abu Dhabi and Dubai UAE, looking for an experienced and qualified Independent Financial Advisor to join their team.
As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.
Requirements:
• A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
• Industry leading qualifications such as CFP, CFA, or other relevant certifications
• Transferable client base and AUM over 5 million AUM
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work independently and as part of a team
Responsibilities:
• Build and maintain relationships with clients, providing them with expert financial advice and guidance.
• Conduct thorough financial assessments of clients' current financial situations and future goals.
• Develop and implement personalised financial plans for clients, including investment, retirement, and tax planning strategies.
• Monitor clients' financial progress and adjust plans as necessary.
• Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients.
Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

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Client of Independent Resourcing Consultancy