Independent Investment Advisor

Remote DXB; Abu Dhabi; On-site; AED 120,000 - 190,000; Full time

Benefits offered by this job

Relocation assistance and visa sponsor

Ongoing professional development

Full administrative and complianceback

Uncapped commission structure

Job summary

Prestige IFA jobs in the UAE is seeking an experienced expatriate wealth adviser to guide international clients with comprehensive financial planning and wealth management services.

You will conduct thorough fact-finds, risk profiling, and create tailored retirement, investment, and protection plans, while delivering cross-border expertise and compliant advising.

Qualifications

• UK financial advisory qualifications preferred (DipPFS, CISI Level 4, CFP or equivalent).
• 2-3 years of client advisory experience in financial services.
• Strong knowledge of investments, pensions, and wealth management.
• Excellent relationship-building and communication skills.
• Experience with international or expatriate clients is a plus.

Responsibilities

• Provide expert financial guidance and wealth management solutions to expatriate clients
• Build client loyalty through consistent, high-quality advice and personal service
• Complete thorough financial fact-finds and risk profiling for each client engagement
• Produce tailored financial plans covering retirement, investment, and protection requirements
• Deliver cross-border financial planning expertise and international portfolio management
• Advise on UK pension options, QROPS transfers, and expatriate wealth strategies
• Adhere strictly to regulatory compliance frameworks and industry best practices

Skills

Advisory experience

Relationship building

Communication skills

Investments knowledge

Pensions knowledge

Wealth management

Education

DipPFS

CISI Level 4

CFP

Equivalent qualification

Job description

Responsibilities

• Provide expert financial guidance and wealth management solutions to expatriate clients
• Build client loyalty through consistent, high-quality advice and personal service
• Complete thorough financial fact-finds and risk profiling for each client engagement
• Produce tailored financial plans covering retirement, investment, and protection requirements
• Deliver cross-border financial planning expertise and international portfolio management
• Advise on UK pension options, QROPS transfers, and expatriate wealth strategies
• Adhere strictly to regulatory compliance frameworks and industry best practices

Requirements

• UK financial advisory qualification preferred (DipPFS, CISI Level 4, CFP or recognised equivalent)
• 2-3 years of proven client advisory experience within financial services
• Strong technical knowledge of investments, pensions, and wealth management
• Exceptional relationship-building and communication skills
• International or expatriate client advisory experience is a plus

Benefits

• Competitive uncapped commission structure
• Ongoing professional development and training
• Relocation assistance and visa sponsorship available
• Full administrative and compliance backing

About the Company

Prestige IFA jobs is a reputable firm providing wealth management and financial advisory services to a global client base, with a focus on the dynamic expatriate markets in the UAE.