Strategic Financial Advisor
5 hours ago
Position Overview
We are seeking a highly motivated and qualified Strategic Financial Advisor to join our team at Click and Connect Online Limited in Dubai.
About the Role
The successful candidate will be responsible for assessing and advising clients on medium to long-term financial objectives, providing personalized solutions to meet their financial needs.
Key Responsibilities
- Providing expert financial guidance to clients on wealth management and financial planning
- Developing and implementing financial strategies to meet client goals
- Collaborating with marketing, coordination, and paraplanning teams to facilitate daily client interactions
- Maintaining a high level of knowledge and expertise in financial services
- Staying up-to-date with industry trends and regulatory requirements
Requirements
- Master's Degree in a relevant field
- Level 4 UK financial planning certification
- Excellent communication and sales skills
- Entrepreneurial spirit and ability to work independently
- Fluency in English and proven sales capabilities
What We Offer
Competitive remuneration and exceptional earnings for top performers, along with regular incentives and opportunities for career advancement.
Company Overview
Click and Connect Online Limited is a pioneering, independent financial advisory consultancy dedicated to safeguarding the financial futures of its clients.
Location
Dubai
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