- Work for a brand you can be proud of
- Receive above average commissions / fees due to a transparent fee structure
- Be supported up to PA level with a dedicated administration team
- Be provided with individual and team training that supports your development
- Have long term career stability with a buy-out agreement built into your contract
- Have access to an in-house Analyst to provide you active analysis and portfolio management
- Be part of a friendly, supportive team that go the extra mile
- Participate in organized client events
- An ethical, trustworthy, financially sound, professional team player that has a natural instinct to deliver top quality service
- An experienced Wealth Manager with an active client bank and transferable AUM of 10 Million of more
- Industry Qualified, Minimum Level 4
- Excellent communication and organizational skills
-
Financial Planner
1 week ago
WEETAZ Dubai, United Arab EmiratesAssess clients' financial goals, risk tolerance, and investment preferences through comprehensive financial planning. · Develop personalized financial plans, including retirement planning, investment strategies, tax planning, and estate planning. · Provide recommendations on asse ...
-
Financial Planner
5 days ago
Independent Resourcing Consultancy Dubai, United Arab Emirates**Financial Planner - DipFA**: · - Job Reference: 1190 · - Date Posted: 20 March 2024 · - Recruiter: Independent Resourcing Consultancy · - Location: Dubai · - Salary: AED15,000 Per Month · - Bonus/Benefits: + Commission · - Sector: Other Financial Services Jobs · - Job Type: Per ...
-
Financial Planner
5 days ago
Cooper White Group Dubai, United Arab EmiratesJob Overview: · This is an interesting opportunity to join a hungry and motivated team with the opportunity to work remotely in the UK. We are looking for experienced and highly motivated Financial Advisers/Planners dealing with HNW/UHNW UK based clients. · Mandatory requirements ...
-
Financial Planner
1 day ago
Nathan HR Human Resources dubai, United Arab EmiratesFinancial Planner (UAEN with Family Book)About the job Financial Planner (UAEN with Family Book)Our client is one of the UAE's leading homegrown F&B manufacturing and distribution companies and partners of the world's most prominent brands.We are seeking an Emirati Financial Plan ...
-
Financial Planner
1 hour ago
Cooper White Group Dubai, United Arab EmiratesJobOverview: · Thisis an interesting opportunity to join a hungry and motivated teamwith the opportunity to work remotely in the UK. We are looking forexperienced and highly motivated Financial Advisers/Plannersdealing with HNW/UHNW UK based clients. · Mandatory requirements expe ...
-
Financial Planner
1 day ago
Cooper White Group dubai, United Arab EmiratesThis is an interesting opportunity to join a hungry and motivated team with the opportunity to work remotely in the UK. We are looking for experienced and highly motivated Financial Advisers/Planners dealing with HNW/UHNW UK based clients.Mandatory requirements expected from a UH ...
-
Financial Planner
1 week ago
Independent Resourcing Consultancy Ltd Dubai, United Arab EmiratesPosition: Financial Planner - DIpFA · Reference: 1190 · Location: Dubai, UAE · Salary: 15,000 AED Monthly + Commission · Our client stands as one of the most venerable and esteemed independent financial service firms in the UAE. This role presents an exceptional opportunity to jo ...
-
Financial Planner
1 week ago
Click and Connect Online Limited Dubai, United Arab EmiratesOur client was established for more than 15years in Dubai United Arab Emirates and they specialize in areassuch as personal and corporate wealth management retirementplanning business protection life insurance education fee plans UKpensions & transfers offshore investments andmor ...
-
Financial Planner
2 days ago
Independent Resourcing Consultancy Ltd Dubai, United Arab EmiratesOur client was established for more than 15 years in Dubai United Arab Emirates and they specialize in areas such as personal and corporate wealth management retirement planning business protection life insurance education fee plans UK pensions & transfers offshore investments an ...
-
Financial Planner
4 days ago
Click and Connect Online Limited Dubai, United Arab EmiratesOur client was established for more than 15 years in Dubai United Arab Emirates and they specialize in areas such as personal and corporate wealth management retirement planning business protection life insurance education fee plans UK pensions & transfers offshore investments an ...
-
Financial Planner
9 hours ago
Independent Resourcing Consultancy Ltd Dubai, United Arab EmiratesOur client was established for more than 15years in Dubai United Arab Emirates and they specialize in areassuch as personal and corporate wealth management retirementplanning business protection life insurance education fee plans UKpensions & transfers offshore investments andmor ...
-
Financial Planner
1 week ago
NATHAN & NATHAN Dubai, United Arab EmiratesResponsibilities: · Conducting Project Feasibilities · Assist in financial evaluation of any new plans/projects for the company and recommend the best option. · Evaluate any business implications on the project and recommend best strategy. · Develop and maintain all the back ups ...
-
Financial Planner
1 day ago
Independent Resourcing Consultancy Ltd dubai, United Arab EmiratesOur client was established for more than 15 years in Dubai, United Arab Emirates, and they specialize in areas such as personal and corporate wealth management, retirement planning, business protection, life insurance, education fee plans, UK pensions & transfers, offshore invest ...
-
Financial Planner
1 week ago
NATHAN & NATHAN Dubai, United Arab EmiratesResponsibilities: · ConductingProject Feasibilities · Assist in financial evaluation of anynew plans/projects for the company and recommend the bestoption. · Evaluate any business implications onthe project and recommend beststrategy. · Develop and maintain all the back upsin th ...
-
Financial Planner
1 day ago
Independent Resourcing Consultancy Ltd dubai, United Arab EmiratesOur client stands as one of the most venerable and esteemed independent financial service firms in the UAE. This role presents an exceptional opportunity to join our expanding enterprise, where you will be entrusted with a portfolio of over 10,000 clients. · Given the distinctive ...
-
Financial Planner
4 days ago
Independent Resourcing Consultancy Ltd Dubai, United Arab EmiratesOur client was established for more than 15 years in Dubai, United Arab Emirates, and they specialize in areas such as personal and corporate wealth management, retirement planning, business protection, life insurance, education fee plans, UK pensions & transfers, offshore invest ...
-
Financial Planner
1 week ago
Independent Resourcing Consultancy Ltd Dubai, United Arab Emirates Full timeOur client was established for more than 15 years in Dubai, United Arab Emirates, and they specialize in areas such as personal and corporate wealth management, retirement planning, business protection, life insurance, education fee plans, UK pensions & transfers, offshore invest ...
-
Financial Adviser
1 week ago
IFAMatch Dubai, United Arab EmiratesA unique opportunity to join a growing business in Dubai offering advice to clients globally. · **Job Detail**: · **The Company** · Our Client is an international wealth management firm, with offices in Europe, the Middle East and Asia. They provide investment advice to HNW clien ...
-
Wealth Manager
1 week ago
Skybound Wealth Management Dubai, United Arab EmiratesAs a leading organization in our sector with offices based across the globe, Skybound Wealth Management have developed a unique advice proposition which has led to a significant increase in client demand. As a Financial Planner in the UAE, you will work in a face to face and onli ...
-
Financial Advisor
1 week ago
WEETAZ Dubai, United Arab EmiratesProvide personalized financial advice and investment recommendations to clients based on their financial goals and risk tolerance. · Develop comprehensive financial plans, including retirement planning, investment strategies, and estate planning. · Monitor and review client portf ...
Financial Planner - Dubai, United Arab Emirates - Click and Connect Online Limited
Description
Our client was established for more than 15 years in Dubai, United Arab Emirates, and they specialize in areas such as personal and corporate wealth management, retirement planning, business protection, life insurance, education fee plans, UK pensions & transfers, offshore investments and mortgages.
Their team of consultants is highly experienced, with solid track records in their respective fields of expertise. All following the structure, theory and process established by Chartered Insurance Institute (CII) and Chartered Institute of Securities and Investments (CISI) in the UK. They keep abreast of all the latest industry developments and international best practices and can navigate you through a wide range of financial products and complex regulatory environments.
Their approach is traditionally conservative. They maintain a strong balance between opportunity and risk, with the constant aim of enhancing the performance of your assets or investments. They partner with the leading global financial institutions, known throughout the industry for their best-in-class experience, first-rate market knowledge and outstanding performance track records. hey welcome you to visit our office where we can accommodate you in a comfortable, relaxed setting and in the dependable hands of our specialist team.
Overview
Our client is a Financial Planning Division of a leading firm, headquartered in Media City, Dubai. Who pride themselves on the enhanced service they provide their clients, the ethics and values that they continually demonstrate and the streamline processes that they have adopted making their business lean. They are now in an exciting growth phase and are seeking to expand their already successful advisory team. If you are looking for a sustainable and rewarding business model and want to make a difference in your clients lives and financial wellbeing, then we want to hear from you.
By Joining this firm you will;
Who we are looking for;