Independent Financial Advisor - Strategic Wealth Planner

Holborn Assets Ltd.; Dubai; Vor Ort; AED 120.000 - 180.000; Vollzeit

Zusammenfassung

Holborn Assets Ltd. is seeking a capable financial advisor to provide strategic guidance across multiple financial products. You will assess clients’ financial situations, understand their needs, and craft solid plans aimed at profitable outcomes.

The role requires strong communication and a proven track record in advisory services, with strict adherence to industry regulations and standards. The ideal candidate has UK level 4 qualifications (or is ready to pursue) and at least two years of

Qualifikationen

• Ideally UK level 4 qualified, or prepared to achieve this industry benchmark.
• 2 years+ proven working experience as a financial advisor working on a commission only basis
• Proven working experience as an investment adviser
• Strong communication, negotiation and presentation skills
• Track record of successful financial guidance in previous roles
• Excellent PC knowledge and ability to operate database systems
• Very competent in spoken and written business English

Aufgaben

• Provide strategic advice across a variety of financial products and services
• Assess client’s overall financial picture, understand needs and develop a solid financial plan
• Guide clients towards profitable and secure financial decisions
• Keep abreast of industry trends and research the market to support financial consulting
• Oversee client’s financial plan and update it to ensure profits
• Comply with all industry rules and regulations

Kenntnisse

Communication skills

Negotiation skills

Presentation skills

English language

Ausbildung

UK level 4 qualified

Tools

Database systems

PC knowledge

Jobbeschreibung

Holborn Assets Ltd. is seeking a capable financial advisor to provide strategic guidance across multiple financial products. You will assess clients’ financial situations, understand their needs, and craft solid plans aimed at profitable outcomes.

The role requires strong communication and a proven track record in advisory services, with strict adherence to industry regulations and standards. The ideal candidate has UK level 4 qualifications (or is ready to pursue) and at least two years of