Financial Planning Consultant

Dubai, United Arab Emirates

Job Description

Job Title: Financial Planning Consultant

Company: Abacus Financial Consultants LLC

Website:

Location: Dubai, UAE

Compensation Package: Base Salary, Performance Bonus, and Comprehensive Benefits

Are you an experienced Financial Planning Consultant looking for an exciting opportunity to join a dynamic and client-focused team? Abacus Financial Consultants is seeking individuals who are passionate about financial planning, client-centric, and ethical in their approach. If you have a minimum of 3-5 years of local experience, qualifications from your home country, a substantial book of fee-based FUM (Funds Under Management) around $20 million or more, and you meet our criteria, we want to hear from you!

About Us

At Abacus Financial Consultants, we take pride in providing world class financial planning services to our clients. We understand that financial planning is not just a job but a calling, and we are committed to building lifelong relationships with our clients. Our team values ethical practices, teamwork, and excellence in communication skills, both written and spoken.

Key Qualifications
  • Ideally you will have 3/5 Years Local Experience: We are looking for candidates who have a strong understanding of the local financial landscape and can leverage their expertise to provide tailored financial solutions.
  • Qualifications from Your Home Country: Demonstrated qualifications from your home country are required to ensure you have a strong foundation in financial planning.
  • Book of Fee-Based FUM Circa $20 million: You should have a substantial book of fee-based transferableFunds Under Management, demonstrating your success in managing clients\' assets.
  • Client-Focused and Ethical: Our ideal candidate is committed to putting clients\' interests first and adheres to the highest ethical standards.
  • Instinctive Team Player: Collaboration is key at Abacus Financial Consultants, and we are looking for team players who can work seamlessly with colleagues.
  • Excellent Written and Spoken English: Strong communication skills are essential to effectively engage with clients and colleagues.
  • References Will Be Requested: We will require references to validate your professional background and reputation.
Responsibilities
  • Provide comprehensive financial planning services to clients, assisting them in achieving their long-term financial goals.
  • Build and nurture lasting relationships with clients, understanding their unique needs and aspirations.
  • Utilize financial planning software, including CashCalc, to present customized solutions to clients.
  • Stay up-to-date with financial market trends and regulations to provide the best advice to clients.
Benefits
  • Competitive compensation packages based on your experience and contribution to the company.
  • Work permits, visa assistance, and medical insurance provided.
  • Opportunity to work with a well-established and reputable financial services company.
  • Collaborative and supportive team environment.
If you are a dedicated and experienced Financial Planning Consultant looking to make a meaningful impact on clients\' lives and grow your career with a forward-thinking company, we invite you to apply.

To be considered for this position, please submit your resume clearly outlining your qualifications, experience, key responsibilities, and a summary of your transferable Fund Under Management.

Abacus Financial Consultants is an equal opportunity employer and welcomes candidates from diverse backgrounds to apply.

Join us at Abacus Financial Consultants and be part of a team that is committed to helping clients achieve their financial dreams. Your expertise and dedication will make a difference in the lives of our clients and in your long-term career. Apply today!

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Job Detail

  • Job Id
    JD1614520
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Dubai, United Arab Emirates
  • Education
    Not mentioned