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Wealth Management Advisor Role

1 week ago

Dubai, Dubai, United Arab Emirates Click And Connect Online Limited Full time
Job Summary

We are Click And Connect Online Limited, a global leader in international wealth management. We are seeking a highly skilled Financial Planner to join our team in Europe.

About the Role

This is an exciting opportunity for a motivated individual to join our team and contribute to our continued growth and success.

As a Financial Planner, you will work closely with our Director of the European business to develop and implement strategies for advising clients on medium to long-term financial objectives.

Your primary responsibilities will include:

  1. Providing expert advice on investment, retirement planning, life insurance, and estate tax planning.
  2. Identifying new business opportunities and developing strategies to pursue them.
  3. Collaborating with our in-house paraplanner to ensure seamless delivery of financial planning services.
  4. Participating in business development activities, including lead generation and marketing campaigns.
Requirements
  • A minimum of 1 year experience as a Financial Planner in a financial services organization.
  • Proven track record of success in an advisory / relationship management capacity.
  • Level 4 RDR UK Diploma (or equivalent) minimum qualification, ideally Chartered.
  • A proactive and entrepreneurial attitude, with a focus on generating new business and maintaining client relationships.
What We Offer
  • Competitive salary and bonus scheme.
  • UAE benefits package.
  • Flexible working hours and remote work options.
  • Full support of an in-house paraplanner.
  • In-house marketing team to support business development activities.
  • In-depth training in Repatriation and clients returning with offshore solutions.