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Wealth Management Specialist

2 months ago

Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time
About the Role

Our client, a leading Independent Resourcing Consultancy Ltd, is seeking an experienced Financial Planner to join their team. As a Financial Planner, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide ongoing financial advice and guidance to clients, ensuring they are aware of the latest market trends and regulatory changes.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives and providing tailored solutions to meet their needs.
  • Work closely with the company's team of consultants to ensure seamless delivery of financial services to clients.
  • Stay up-to-date with industry developments and best practices, ensuring the company's financial services remain at the forefront of the industry.
Requirements
  • Proven experience as a Financial Planner, with a strong track record of delivering high-quality financial advice to clients.
  • Industry-recognized qualifications, such as Chartered Insurance Institute (CII) or Chartered Institute of Securities and Investments (CISI) certifications.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear, actionable advice.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining a high level of accuracy and attention to detail.
What We Offer
  • A competitive salary and benefits package, including a comprehensive pension scheme and generous holiday allowance.
  • Ongoing training and development opportunities, ensuring you stay up-to-date with the latest industry developments and best practices.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional financial services to clients.
  • The opportunity to work with a leading Independent Resourcing Consultancy Ltd, with a reputation for excellence and a commitment to delivering high-quality financial services.