Global Financial Planning Expert

3 hours ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time
Unlock Your Potential as a Global Financial Planning Expert

We are seeking an experienced Financial Planner to join our team in Europe. As a leading organization in the sector, we offer a unique advice proposition that has led to a significant increase in client demand.

You will work alongside the Director of the European business, providing face-to-face advice to clients across Europe on medium to longer term financial objectives. Your expertise will cover areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

Desired Skills and Qualifications
  • A proven track record of success within an Advisory/Relationship Management capacity in a financial services organization.
  • Transferable AUM and Active Client Base.
  • A minimum Level 4 RDR UK Diploma or equivalent qualification (ideally Chartered).
  • A proactive and entrepreneurial attitude with experience generating new business while maintaining client relationships efficiently.
  • At least 1 year of experience as a Financial Planner.
Benefits
  • Self-employed status with a competitive bonus scheme.
  • UAE Benefits.
  • Flexible working hours and the option to work from home/remotely.
  • Full support of an in-house paraplanner.
  • An in-house marketing team to support your campaigns.
  • In-depth training in Repatriation and clients returning with offshore solutions.

$80,000 - $120,000 per annum, depending on experience, plus benefits and bonuses.



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