Financial Planning Specialist

23 hours ago


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

Wealth managers in high demand in the UK and globally, our Client offers a unique advice proposition with significant client growth.

As a Financial Planner in Europe, you will be working closely with the Director of the European business, delivering face-to-face advice to clients on medium- to long-term financial objectives.

You will provide expert guidance on investment, retirement planning, life insurance, and general estate tax planning, covering areas such as Lump Sum Investment and General Estate Tax Planning.

To excel in this role, you'll need:

  • A proven track record in Advisory/Relationship Management, preferably in a financial services organization like a bank, brokerage, or IFA.
  • Transferable AUM and an active client base.
  • A minimum Level 4 RDR UK Diploma (or equivalent) qualification. Ideally Chartered.
  • A proactive, entrepreneurial attitude driving new business generation while maintaining efficient client relationships.
  • At least one year of experience as a Financial Planner.

The compensation package includes:

  • A competitive bonus scheme for self-employed individuals.
  • UAE benefits.
  • Flexible working hours with remote work options.
  • In-house paraplanner support.
  • An in-house marketing team to aid campaigns.
  • Training in Repatriation and offshore solutions.

This opportunity is ideal for experienced financial planners seeking a new challenge or recent graduates looking to start their career in international wealth management.

You will benefit from an unparalleled support network comprising compliance, training, back-office, recruitment, tech, and marketing experts.

Our strong regulatory background, global presence, comprehensive training, and industry-leading investment proposition make us a leader in the international wealth management space.

We hold necessary licenses to operate in every jurisdiction where we have a physical presence.

Our dedicated internal compliance team ensures we stay ahead of regulatory changes through continuous due diligence.

Our investment philosophy focuses on consistency, long-term growth, quality investments, and diversification.

Advisers are supported by a large operations team handling queries from providers, trustees, and clients for smooth new business advice issuance.

Business Development Managers introduce our proposition before setting up meetings, and a dedicated UK-based marketing team creates sales materials and campaigns.

Ours is a collaborative team ethos, with advisers, BDMs, and administrative staff fostering camaraderie and a sense of belonging.



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