Financial Planner

23 hours ago


Dubai, United Arab Emirates Skybound Wealth Management Full time

As a leading organisation in our sector with offices in UAE, UK, Europe and USA, Skybound have developed a unique advice proposition which has led to a significant increase in client demand as we expand our presence.

Working in a face to face capacity with clients, you will be advising on medium to longer term financial objectives. You will be responsible for offering areas of advice covering Lump Sum Investments, 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.
- Level 4 qualified with CII or CISI as a minimum qualification.
- A pro-active and entrepreneurial attitude that has lead 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**
- Flexible working hours
- Full support of an in-house support team
- In-house marketing team to support any campaigns you wish to run

Ability to commute/relocate:

- Dubai: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Diploma (preferred)

**Experience**:

- Financial Planning: 1 year (preferred)


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