Financial Planner - DIpFA
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Job Description
Financial Planner DipFA
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 join our expanding enterprise where you will be entrusted with a portfolio of over 10000 clients.
Given the distinctive disparities between the Banking/Accounting and Financial Advisory sectors you will initially join our burgeoning Client Services Department in the capacity of Financial Advisor/Consultant. Leveraging your robust analytical acumen you will evaluate the financial performance and product suitability for each retail client. Subsequently you will articulate your advice and recommendations persuasively employing platforms such as Zoom MS Teams telephone or occasionally inperson meetings.
In addition to servicing existing clients you will be expected to cultivate new clientele and generate fresh business opportunities. Our clients reputation as one of the most venerable and esteemed independent financial service firms in the UAE underscores the significance of this opportunity.
Responsibilities:
Conduct client portfolio reviews and provide recommendations where necessary.
Prepare client documentation based on these recommendations.
Qualifications/Requirements:
Minimum Level 4 qualification.
Transferable Client Base and Assets Under Management (AUM) in the UAE.
Graduatelevel education or equivalent life/work experience.
Proficient presentation communication and sales skills.
IT literacy.
Selfstarter with a drive for goal achievement.
Remuneration:
Competitive retainer and uncapped fee structure.
Company health scheme.
Generous bonuses for high performers.
Competitive retainer and uncapped fee structure.
Company health scheme.
Generous bonuses for high performers
Employment Type
Full Time
