Financial Planner

6 days ago


Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

Job Summary:

We are seeking a highly skilled and experienced Financial Planner to join our team at Independent Resourcing Consultancy Ltd. As a key member of our Client Services Department, you will be responsible for evaluating the financial performance and product suitability for each retail client, providing expert advice and recommendations to drive business growth.

Key Responsibilities:

  • Conduct thorough client portfolio reviews to identify areas for improvement and provide tailored recommendations.
  • Prepare and present client documentation, including financial reports and investment strategies.
  • Develop and maintain strong relationships with existing clients, identifying opportunities to expand their portfolios and increase revenue.
  • Identify and pursue new business opportunities, leveraging your expertise to attract new clients and drive growth.
  • Collaborate with internal teams to ensure seamless delivery of services and achieve business objectives.

Requirements:

  • Minimum Level 4 qualification in a relevant field, such as finance or accounting.
  • Proven track record of success in a similar role, with a strong understanding of financial markets and products.
  • Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients.
  • Strong analytical and problem-solving skills, with the ability to identify opportunities and drive business growth.
  • Proficient in relevant software and technology, including financial planning tools and platforms.

What We Offer:

  • Competitive remuneration package, including a retainer and uncapped fee structure.
  • Opportunities for professional development and growth, with a focus on delivering exceptional results.
  • A dynamic and supportive work environment, with a team of experienced professionals.
  • Access to cutting-edge technology and resources, to drive business success.

Working Arrangements:

This is a full-time position, with a focus on delivering exceptional results in a fast-paced environment. We are looking for a highly motivated and experienced professional who is able to work independently and as part of a team.


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