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Financial Services Professional

2 months ago


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

About the Role:

As a Financial Planner with Independent Resourcing Consultancy Ltd, you will be entrusted with a portfolio of over 10,000 clients, providing exceptional financial advisory services to individuals and families.

Key Responsibilities:

  1. Conduct thorough financial assessments and provide tailored recommendations to clients.
  2. Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  3. Cultivate new business opportunities and expand the client base.

Requirements:

  1. Minimum Level 4 qualification in a relevant field.
  2. Transferable client base and assets under management in the UAE.
  3. Graduate-level education or equivalent life/work experience.
  4. Excellent communication, presentation, and sales skills.
  5. Proficient in IT systems and tools.
  6. Self-motivated and driven to achieve goals.

Benefits:

  • Competitive retainer and uncapped fee structure.
  • Company health scheme.
  • Generous bonuses for high performers.