Financial Advisor for Wealth Management

4 weeks ago

Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time
About the Role

Join a prestigious organization recognized for its exceptional services in the financial sector. Our client, Click and Connect Online Limited, has crafted a distinctive advisory model that has significantly boosted client interest as they broaden their operations across Europe.

Position Overview

As a Financial Advisor, you will collaborate closely with the Director of the European division. Engaging directly with clients across Europe, your role will involve guiding them on their medium to long-term financial goals.

Key Responsibilities
  • Provide expert advice in areas such as Lump Sum Investments, Retirement Strategies, Life Insurance, and Comprehensive Estate Tax Planning.
Desired Qualifications
  • Demonstrated success in an Advisory or Relationship Management role within a financial services firm, such as a bank, brokerage, or independent financial advisor.
  • Possession of a transferable Assets Under Management (AUM) and an active client portfolio.
  • Minimum Level 4 RDR UK Diploma or equivalent qualification; Chartered status is preferred.
  • A proactive and entrepreneurial mindset that fosters new business development while maintaining strong client relationships.
  • At least one year of experience as a Financial Advisor.
Benefits
  • Self-employed status with an attractive bonus structure.
  • Comprehensive benefits package.
  • Flexible working hours with the option for remote work.
  • Full support from an in-house paraplanner.
  • Access to an in-house marketing team to assist with your campaigns.
  • Extensive training in Repatriation and offshore solutions for returning clients.
Why Join Us?
  • Strong regulatory framework across multiple jurisdictions.
  • Global reach and presence.
  • Comprehensive training and support, including funding for external qualifications.
  • Leading investment proposition in the industry.
  • Assistance with lead generation through dedicated business development and marketing teams.
  • Robust operational support to ensure smooth client interactions.
  • Options for both self-employed and employed advisor roles.
Unique Proposition

Whether you are an experienced financial advisor seeking a new opportunity or a recent graduate, Click and Connect Online Limited offers a truly unique position in the international wealth management arena. With unparalleled support in compliance, training, recruitment, technology, and marketing, you can build a fulfilling career while enjoying life in remarkable locations.

Compliance and Support

Our client boasts a strong compliance team that ensures adherence to regulatory standards and fosters the development of new business terms with investment and insurance providers.

Investment Strategy

The investment philosophy is grounded in four core principles: consistency, long-term growth, quality investments, and diversification, all overseen by an experienced investment committee.

Team Culture

Our client values a strong team culture, where advisors, business development managers, and administrative staff collaborate closely, fostering a sense of camaraderie and shared success.

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