Wealth Manager - Abu Dhabi

Ircfsjobs.com; Abu Dhabi; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial services firm in Abu Dhabi is seeking a Financial Planner. This role involves advising clients on medium to long-term financial objectives and requires a proven track record in an advisory capacity within a financial services organization. Competitive benefits and flexible working options are offered, alongside significant support for marketing and compliance training.

Benefits

UAE Benefits

Flexible working hours

Support of in-house paraplanner

In-depth training

Marketing team support

Qualifications

• Proven track record in financial services organisation.
• At least 1 year experience as a Financial Planner.
• Ideally chartered or equivalent qualification.

Responsibilities

• Advise clients on medium to long-term financial objectives.
• Offer advice on Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.
• Work alongside the Director of the European business.

Skills

Advisory / Relationship Management experience

Transferable AUM and Active Client Base

Pro-active and entrepreneurial attitude

Experience as a Financial Planner

Education

Level 4 RDR UK Diploma or equivalent

Job description

As a leading organization in their sector with offices in the UK and across the globe our Client have developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in Europe.

As a Financial Planner in Europe you will be working alongside the Director of the European business. Working in a face-to-face capacity with European-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

• A proven track record of success within an Advisory / Relationship Management capacity within a financial services organisation such as a bank brokerage or IFA.
• Transferable AUM and Active Client Base
• Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
• A pro‑active and entrepreneurial attitude that has led the generation of new business whilst effectively maintaining client relationships in an efficient holistic fashion.
• At least 1 year experience as a Financial Planner.

Benefits

• UAE Benefits
• Flexible working hours and the option to work from home/ remotely
• Full support of an in‑house paraplanner
• In‑house marketing team to support any campaigns you wish to run
• In‑depth training in Repatriation and clients returning with offshore solutions

Why

• Strong regulatory background in multiple jurisdictions
• Global Presence
• Full training and support including funding of external CII CISI and LIBF qualifications
• Industry leading investment proposition
• Support with lead generation via business development research and marketing teams
• Full paraplanning and admin support
• Flexible working and infrastructure.
• Self‑employed and employed adviser options available

Unique Proposition

Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university our client offer 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.

Investment Committee

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.

Team Ethos

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.