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A leading financial advisory firm is seeking a Financial Planner to join their expanding team in the UAE. This role involves advising clients on various financial objectives including investments and retirement planning, with excellent support infrastructure in place. Ideal candidates will possess a Level 4 RDR Diploma and have a proven success record in client management within the financial services sector.
As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in the Middle East.
As a Financial Planner in the Middle East, you will be working alongside the Director of the UAE business. Working in a face-to-face capacity with GCC-wide clients, you will be advising clients on medium to longer term financial objectives.
You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.
Desired Skill & Experience
Why ?
Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offers a truly unique proposition in the international wealth management space.
With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.
Regulation
The most important USP for our client is their strong regulatory background, that has been with us since inception.
They hold the necessary licenses to operate in every jurisdiction where they have a physical presence.
Compliance
Underpinning their strong licensing and client offering is their dedicated internal compliance team. Their due diligence ensures they continue to develop new terms of business with investment and insurance providers, while staying ahead of regulatory changes.
They have an industry leading investment proposition, that is constantly reviewed by their investment committee. Their investment philosophy is based on four key principles : consistency, long term growth, quality investments and diversification.
Operational Support
Their advisers are supported by a large operations team, who handle queries from providers, trustees and clients to ensure the smooth issuance of new business advice.
Business Development
Business Development Managers are in place to introduce their unique proposition prior to setting up a first meeting with an adviser. They are also supported by a dedicated UK based marketing team, who create brochures, sales aids, advertising campaigns and much more.
Often overlooked, they have a strong team ethos. Their advisers, BDMs and administrative staff spend a lot of time together, and the sense of camaraderie is a real draw.