Job Description

Job Title International Financial Advisor UAE

Description

My client is one of Dubai's leading, regulated Wealth Management firms. Due to expansion within their financial consultancy team, they are now looking for additional good quality, UK qualified financial planning consultants ideally with a book of business for their established offices in Dubai.

As an experienced financial planning consultant, you will be expected to make a fully engaged contribution to the vision of the business. You will have relevant industry qualifications and experience within a wealth management or insurance intermediary practice. You will embrace a concentration on financial planning (analyzing a client's current position and the options available to them to meet their financial goals) and client relationship development.

Roles & Responsibilities:

Representing my client's Financial Consultant Team

Financial Planning Analysis

Scheduling and attending client meetings to work closely to capture evolving short term and long-term client needs which ensures client confidence in the advisor team.

Pursuing new client relationships.

Lead and manage a Business Development Manager /Para-planner.

Lending your strengths toward achieving the shared business vision in collaboration with the internal team.

ADVANTAGEOUS SKILLS:

The Financial Consultant has an undergraduate degree in a field relevant to client counseling such as economics, financial planning or investment analysis

Has achieved a level 4 qualification in Financial Services (Wealth management, financial planning or insurance disciplines)

Has experience leading or working within a sales team

REQUIREMENTS:

Minimum three years' experience within wealth management/financial advisory - no record of client dissatisfaction or regulatory sanctions

Minimum of a level 4 Qualification or equivalent in financial services

Proven track record in client relationship management and acquisition

Self-motivated, dynamic personality with an ability to work independently

THE COMPANY OFFERS:

USD 5,000+ per month (if you have a good book of business) , with 50% on gross commissions and a quarterly bonus based on an AUM for selected individuals.

A good existing book of business is the main selection criteria for this particular package.

Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in the life insurance or wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required wealth management experience.

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Tagged as: careers, Chartered Advisor, CII, CISI, DipFA, DipPFS, Finance Jobs, FInancial Adviser Careers, IFA, IFA Career, IFA Consultant, Independent Financial Advisor, International Financial Advisor, International IFA, International IFA Jobs, International Wealth Manager, Investment Advisor Jobs, jobs, Offshore IFA, QROPS, UK Financial Advisors, UK Pensions, Wealth Advisor, Wealth Manager

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