Junior Financial Planner - Path to Adviser (Remote)

Remotedxb; Dubai; On-site; AED 120,000 - 180,000; Full time

Benefits offered by this job

Competitive Pension Scheme

26 days holiday

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Job summary

Remotedxb in Dubai is seeking a Junior Financial Planner to support client relationships, prepare meetings, and develop bespoke financial plans. You will contribute to onboarding reports and cashflow modelling while applying pension and tax insights to client scenarios.

You will work with experienced advisers, benefit from mentorship, and engage with high-net-worth clients through proactive service and professional development opportunities.

Qualifications

• Level 4 qualified (through CII) in Financial Planning.
• Strong understanding of financial planning processes and client service.
• Technical capability in pensions, tax, cashflow modelling, and research.
• Excellent communication skills and client engagement confidence.

Responsibilities

• Manage day-to-day client relationships and handle requests proactively.
• Prepare for, attend, and follow up on client meetings.
• Review existing financial plans to ensure they meet client needs.
• Write financial planning reports for the onboarding process.
• Review suitability reports and provide technical input.
• Prepare detailed cashflow reports.
• Liaise with admin and paraplanning teams.
• Support suitability report writing during peak periods.
• Attend networking events to build a professional profile.
• Use AI-driven systems like Saturn for analysis and modeling.

Skills

CRM: Xplan

Excel skills

Communication

Organizational skills

Financial planning

Education

CII Level 4 Financial Planning

Tools

Saturn AI

Job description

Remotedxb in Dubai is seeking a Junior Financial Planner to support client relationships, prepare meetings, and develop bespoke financial plans. You will contribute to onboarding reports and cashflow modelling while applying pension and tax insights to client scenarios.

You will work with experienced advisers, benefit from mentorship, and engage with high-net-worth clients through proactive service and professional development opportunities.