Financial Planner

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 60,000 - 120,000; Full time

Job summary

Join a forward-thinking financial planning division in Dubai that prides itself on ethical practices and client-focused service. As part of a growing advisory team, you will work for a reputable brand and enjoy above-average commissions due to a transparent fee structure. This role offers long-term career stability with a buy-out agreement, access to an in-house analyst for portfolio management, and opportunities for professional development. If you are an ethical and trustworthy professional with a passion for enhancing clients' financial wellbeing, this is the opportunity for you.

Benefits

Above-average commissions

Dedicated administration team

Individual and team training

Long-term career stability

Access to in-house Analyst

Organized client events

Qualifications

• Seeking experienced IFA with transferable client bank over 5 million AUM.
• Must achieve minimum level 4 qualification within 12 months.

Responsibilities

• Deliver top-quality financial planning services to clients.
• Work collaboratively with a supportive team and dedicated administration.

Skills

Financial Planning

Client Relationship Management

Communication Skills

Organizational Skills

Ethics and Professionalism

Education

Industry Qualification (Level 4)

Job description

Our client was established for more than 15 years in Dubai, United Arab Emirates, and they specialize in areas such as personal and corporate wealth management, retirement planning, business protection, life insurance, education fee plans, UK pensions & transfers, offshore investments, and mortgages.

Their team of consultants is highly experienced, with solid track records in their respective fields of expertise, following the structure, theory, and process established by the Chartered Insurance Institute (CII) and Chartered Institute of Securities and Investments (CISI) in the UK. They keep abreast of all the latest industry developments and international best practices and can navigate you through a wide range of financial products and complex regulatory environments.

Their approach is traditionally conservative, maintaining a strong balance between opportunity and risk, with the constant aim of enhancing the performance of your assets or investments. They partner with leading global financial institutions, known throughout the industry for their best-in-class experience, first-rate market knowledge, and outstanding performance track records. They welcome you to visit their office, where you can be accommodated in a comfortable, relaxed setting and in the dependable hands of their specialist team.

Overview
Our client is a Financial Planning Division of a leading firm, headquartered in Media City, Dubai. They pride themselves on the enhanced service they provide their clients, the ethics and values that they continually demonstrate, and the streamlined processes that they have adopted, making their business lean. They are now in an exciting growth phase and are seeking to expand their already successful advisory team. If you are looking for a sustainable and rewarding business model and want to make a difference in your clients' lives and financial wellbeing, then we want to hear from you.

By Joining this firm you will:

1. Work for a brand you can be proud of
2. Receive above-average commissions/fees due to a transparent fee structure
3. Be supported up to PA level with a dedicated administration team
4. Be provided with individual and team training that supports your development
5. Have long-term career stability with a buy-out agreement built into your contract
6. Have access to an in-house Analyst to provide you active analysis and portfolio management
7. Be part of a friendly, supportive team that goes the extra mile
8. Participate in organized client events

Who we are looking for:

1. An ethical, trustworthy, financially sound, professional team player that has a natural instinct to deliver top-quality service
2. An experienced IFA with an active and transferable client bank over 5 million AUM
3. Industry qualified with aspirations to achieve a minimum of level 4 within 12 months
4. Excellent communication and organizational skills