Financial Planner

4 weeks ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time
About Our Client

Our client is a leading financial services firm in Dubai, UAE, with over 15 years of experience in wealth management, retirement planning, and business protection. They specialize in providing personalized financial solutions to individuals and corporations, leveraging their expertise in life insurance, education fees, UK pensions, and offshore investments.

Our Team

Our team of consultants is highly experienced, with a strong track record of delivering exceptional results. They are industry-qualified, with a focus on providing top-notch service to our clients. Our team is committed to staying up-to-date with the latest industry developments and best practices, ensuring that our clients receive the best possible advice.

What We Offer
  • A traditional conservative approach to financial planning, balancing opportunity and risk to enhance asset performance.
  • A strong partnership with leading global financial institutions, providing access to best-in-class expertise and market knowledge.
  • A comfortable and relaxed working environment, with a dedicated administration team to support our consultants.
  • Individual and team training to support professional development and career growth.
  • A long-term career stability agreement, with a buyout option for our consultants.
  • Access to an in-house analyst for active portfolio management and analysis.
  • A friendly and supportive team culture, with opportunities for professional growth and development.
What We're Looking For
  • An experienced IFA with a strong track record of delivering top-quality service.
  • A professional team player with excellent communication and organizational skills.
  • Industry-qualified with aspirations to achieve a minimum of level 4 within 12 months.
  • A natural instinct to deliver exceptional service and a commitment to our client's financial well-being.
Remote Work

No


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