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Senior Financial Planning Specialist
2 weeks ago
**Job Advertisement: Senior Financial Planning Specialist for Independent Resourcing Consultancy Ltd in Abu Dhabi or Dubai, UAE
We are representing an International leading Wealth Management firm in Abu Dhabi and Dubai, looking for an experienced and qualified Senior Financial Planning Specialist to join their team.
As a Senior Financial Planning Specialist, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.
**Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
- Industry leading qualifications such as CFP, CFA, or other relevant certifications.
- Transferable client base and AUM over 5 million AUM.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
**Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance.
- Conduct thorough financial assessments of clients' current financial situations and future goals.
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies.
- Monitor clients' financial progress and adjust plans as necessary.
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients.
This is a unique opportunity to work with a reputable company and contribute to the success of our clients. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.
