Overview
Financial Planner – DIpFA Jobs in Dubai, UAE at Independent Resourcing Consultancy Ltd
Financial Planner
DipFA Our client stands as one ofthe most venerable and esteemed independent financial service firmsin the UAE. This role presents an exceptional opportunity to joinour expanding enterprise where you will be entrusted with aportfolio of over 10000 clients. Given thedistinctive 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 youwill evaluate the financial performance and product suitability foreach retail client. Subsequently you will articulate your adviceand recommendations persuasively employing platforms such as ZoomMS Teams telephone or occasionally inperson  addition to servicing existing clients you will beexpected to cultivate new clientele and generate fresh businessopportunities. Our clients reputation as one of the most venerableand esteemed independent financial service firms in the UAEunderscores the significance of this opportunity.
Responsibilities:
Conduct client portfolio reviews and providerecommendations where necessary. Â Prepare clientdocumentation based on these recommendations.
Qualifications/Requirements:
Minimum Level 4 qualification. Transferable Client Base and Assets Under Management (AUM) in theUAE. Â Graduatelevel
education
or equivalentlife/work experience. Â Proficient presentationcommunication and sales skills. Â ITliteracy. Â Selfstarter with a drive for goalachievement.
Remuneration:
Competitive retainer and uncapped feestructure.  Company health scheme. Generous bonuses for high performers. Competitiveretainer and uncapped fee structure.  Companyhealth scheme.  Generous bonuses for highperformers  Key Skills  Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,
Financial Analysis
,Budgeting,Financial Planning,Wills
Employment Type
:
Full Time
Experience:
years  Vacancy:  1
Title: Financial Planner – DIpFA
Company: Independent Resourcing Consultancy Ltd
Location: Dubai, UAE
Category: Finance & Banking (Financial Consultant)
