Wealth Manager - Dubai

Ircfsjobs.com; Dubai; Hybrid; AED 120,000 - 250,000; Full time

Job summary

A leading organization in wealth management is seeking a Financial Planner in Dubai to advise clients on financial objectives. The role involves providing tailored guidance on areas including investment, retirement, and insurance. Candidates should have a proven advisory background and a Level 4 RDR UK Diploma or equivalent, coupled with entrepreneurial spirit and relationship management skills.

Benefits

Flexible hours

Remote working options

In-house paraplanner support

Marketing team support

Training in Repatriation and offshore client solutions

Qualifications

• Proven success in an Advisory/Relationship Management role within a financial services organization.
• Transferable AUM and active client base required.
• At least 1 year of experience as a Financial Planner.

Responsibilities

• Advising clients face-to-face on medium to long-term financial objectives.
• Providing advice in Lump Sum Investment, Retirement Planning, Life Insurance, and Estate & Tax Planning.

Skills

Advisory skills

Relationship Management

Entrepreneurial attitude

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 has developed a unique advice proposition, leading to a significant increase in client demand as they expand their presence in Europe.

As a Financial Planner in Europe, you will work alongside the Director of the European business, advising clients face-to-face on medium to long-term financial objectives across Europe.

You will be responsible for providing advice in areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and Estate & Tax Planning.

Desired Skills & Experience

• Proven success in an Advisory/Relationship Management role within a financial services organization such as a bank, brokerage, or IFA.
• Transferable AUM and active client base.
• Level 4 RDR UK Diploma (or equivalent) minimum; ideally Chartered.
• Proactive, entrepreneurial attitude with a track record of generating new business and maintaining client relationships holistically.
• At least 1 year of experience as a Financial Planner.

Benefits

• UAE Benefits
• Flexible hours and remote working options
• In-house paraplanner support
• Marketing team support for campaigns
• Training in Repatriation and offshore client solutions

Why Join Us

• Strong regulatory background across multiple jurisdictions
• Global presence
• Full training and external qualification funding (CII, CISI, LIBF)
• Industry-leading investment options
• Lead generation support from business development and marketing teams
• Comprehensive paraplanning and admin support
• Flexible working arrangements
• Self-employed and employed adviser options available

Unique Proposition

Whether you're an experienced financial planner seeking a new challenge or a recent graduate, our client offers a unique opportunity in international wealth management. With exceptional support networks—including compliance, training, back-office, recruitment, technology, and marketing—joining our client enables you to build a proud future while living in some of the world's most amazing locations.

Regulation & Compliance

Our client’s key USP is their robust regulatory background, holding necessary licenses to operate in all jurisdictions where they have a physical presence. Their dedicated compliance team ensures ongoing adherence to regulatory standards and develops new terms of business with investment and insurance providers.

Investment Committee

Their investment proposition is industry-leading and regularly reviewed by their investment committee, based on principles of consistency, long-term growth, quality investments, and diversification.

Operational Support

Advisers are supported by a large operations team managing provider, trustee, and client queries to ensure smooth business processes.

Business Development

Business Development Managers introduce their unique proposition and facilitate initial meetings, supported by a UK-based marketing team creating promotional materials and campaigns.

Team Ethos

The team fosters a strong sense of camaraderie, with advisers, BDMs, and administrative staff working closely together.