Senior Financial Planner

Parker Connect; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading company in Dubai seeks a professional for wealth management focused on tailored financial planning and client engagement. The role requires building long-term client relationships and staying compliant with industry regulations while delivering insightful recommendations. Ideal candidates possess a Bachelor’s degree in Finance and relevant professional certifications.

Qualifications

• Minimum 3–5 years of experience in wealth management or financial planning.
• Experience in a regulated jurisdiction, preferably DIFC and under DFSA.

Responsibilities

• Create tailored financial strategies that align with clients’ goals.
• Enable effective management of client relationships and financial plans.
• Drive revenue through acquiring and retaining clients.

Skills

Communication

Relationship Building

Investment Strategies

Education

Bachelor’s degree in Finance or Business

Professional certifications such as CFP

Job description

1.Financial Planning for Individuals : Create tailored financial strategies that align with clients’ life goals, risk appetite, and investment timelines.

2.Corporate Gratuity Advisory : Collaborate with corporate clients to develop and manage effective, compliant gratuity schemes.

3.Compliance & Regulation : Operate fully within DFSA regulations. Keep up to date with industry and regulatory developments.

4.Client Engagement : Build long-term relationships with clients. Regularly review and adapt financial plans as client needs evolve.

5.Market Monitoring : Stay informed on market trends and developments. Deliver timely and insightful recommendations to clients.

6.Business Development : Drive revenue through a mix of new client acquisition and retention of existing clients, aligned with activity targets.

7.Ongoing Learning : Complete a minimum of 30 CPD hours annually to remain informed and certified.

Requirements

1.Bachelor’s degree in Finance, Business, or a related discipline

2.Professional certifications such as CFP (or equivalent) are a plus

3.Minimum 3–5 years of experience in wealth management or financial planning

4.Experience in a regulated jurisdiction, preferably DIFC and under DFSA

5.Strong knowledge of investment strategies and gratuity planning

6.Excellent relationship-building and communication skills

7.Self-driven, ethical, and committed to personal growth