Financial Planning Expert

4 days ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

As a leading organization in their sector with offices globally, our client has developed a unique advice proposition which has led to significant growth in client demand.

As a Financial Planner, you will be working alongside the Director of the UAE business. In a face-to-face capacity, you will advise clients on medium to longer term financial objectives, focusing on areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

You will be responsible for offering holistic advice covering wealth creation, preservation, and transfer, while ensuring compliance with relevant regulations.

Desired Skill & Experience
  1. A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organization.
  2. Transferable AUM and Active Client Base.
  3. Level 4 RDR UK Diploma (or equivalent) minimum qualification. Ideally Chartered.
  4. A pro-active and entrepreneurial attitude that has led to the generation of new business, whilst effectively maintaining client relationships.
  5. At least 1 year experience as a Financial Planner.
Benefits
  • Self-Employed with a competitive bonus scheme.
  • Flexible working hours and the option to work from home/ remotely.
  • Full support of an in-house paraplanner.
  • In-house marketing team to support any campaigns you wish to run.
  • In depth training in Repatriation and clients returning with offshore solutions.
Unique Proposition

We offer a truly unique proposition in the international wealth management space, with an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing.

This allows you to create a future to be proud of, whilst living in some of the most amazing places in the world.



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