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Financial Adviser – Wealth Management

Prestige IFA jobs · Dubai

New
Mid 🇬🇧 English

Job description

About the role

A financial services firm based in Dubai, United Arab Emirates, is looking for a Financial Adviser to work with an international client base. The role covers wealth management, financial planning and investment strategy, with a focus on building long-term client relationships and business growth.

Key responsibilities

  • Book-build and guide clients through complex financial decisions with clear, professional advice
  • Develop meaningful relationships through ongoing support and expert guidance
  • Conduct detailed financial planning reviews and comprehensive client consultations
  • Design and implement personalised wealth strategies for investment, pension and protection
  • Advise on cross-border financial issues and international markets
  • Assist with UK pension transfer analysis, QROPS planning and tax-efficient investing
  • Maintain compliance with regulatory standards and internal procedures
  • Support back-office and compliance functions

Required profile

  • Relevant UK financial services qualification (DipPFS, CISI Level 4, CFP or equivalent)
  • Demonstrable 2-3 years of client-facing financial advisory experience; the application note asks for at least 3 years in wealth management or life insurance advisory
  • Sound knowledge of investment products, pension arrangements and wealth planning
  • Desired: experience with cross-border or expatriate clients

Required skills

  • Communication and interpersonal skills
  • Commitment to professional development and regulatory best practice

What we offer

  • Commission-based package with no cap on earnings
  • Continuous training, support and professional development programmes
  • Relocation package and visa sponsorship for qualifying candidates
  • Excellent career progression in an expanding firm

To apply, send your CV and a cover letter detailing your relevant experience.

Questions fréquentes

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Source : ats:smartrecruiters

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Published 2 hours ago

Expires 1 month from now

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