Career Opportunities for Seasoned Financial Planners
5 days ago
We are seeking an experienced Financial Planner to join our team in the Middle East. As a key member of our organization, you will be responsible for providing expert advice to clients on medium to longer term financial objectives. With a strong regulatory background and industry-leading investment proposition, we offer a unique opportunity for career growth and development.
Key Responsibilities
- Work closely with clients to understand their financial goals and provide tailored advice to achieve them.
- Develop and maintain relationships with existing clients to drive business growth.
- Collaborate with our in-house paraplanner and marketing team to create and implement effective marketing campaigns.
- Stay up-to-date with market trends and regulatory requirements to ensure our clients receive the best possible service.
Requirements
- Minimum 1 year experience as a Financial Planner.
- Proven track record of success within an advisory/relationship management capacity.
- Level 4 RDR UK Diploma or equivalent qualification.
- A pro-active and entrepreneurial attitude with a focus on generating new business while maintaining client relationships.
Benefits
- Self-employed with a competitive bonus scheme.
- UAE benefits package.
- Flexible working hours and option to work from home/remotely.
- Full support of an in-house paraplanner.
- In-house marketing team to support any campaigns.
Estimated Salary Range:
We estimate that the salary range for this role is between $100,000-$150,000 per annum, depending on experience and qualifications. This figure takes into account the level of responsibility, the need for expertise and the requirement for strong business development skills.
Why Choose Us?
- Strong regulatory background in multiple jurisdictions.
- Global presence with offices in the UK and across the globe.
- Full training and support including funding of external CII, CISI, and LIBF qualifications.
- Industry-leading investment proposition.
- Support with lead generation via business development, research, and marketing teams.
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