A regulated and fully independent financial planning advisory and wealth management firm operating in the DIFC, is seeking to hire a senior financial planner / wealth manager to strengthen team in Dubai.
You will be joining a team with a transferable book of clients. The average client size is approximately US$ 1.2 million, and the firm is looking for an exceptional advisor experienced in managing client portfolios ranging from US$1 million to US$10 million.
The candidate has a proven track record of selling commission-based investment products (excluding regular savings plans) and is now aiming to transition into a properly regulated, ethical advice-driven business model. Key responsibilities will include managing relationships with High-Net-Worth (HNW) clients, conducting cash flow modelling, and developing bespoke financial strategies tailored to individual client needs.
The ideal applicant will need to hold a Level 4 Diploma in Financial Planning (e.g., FCA Level 4 qualified minimum) through professional bodies such as CISI, CII, or LIBF, with chartered status preferred.
Only candidates already based in the UAE will be considered. A competitive salary and commission / bonus structure is being offered.
If you believe you have the necessary skills to meet our client's discerning requirements and are eager to seize this exciting opportunity, please email your current CV with any relevant information to vanessa.raine@ap-executive.com
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