Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as a Financial Planning Administrator/Trainee, engaging with clients and building financial strategies.
- Company: Acuma is a leading firm in international financial services, based in vibrant Dubai.
- Benefits: Enjoy relocation support, competitive pay, and a clear path to career advancement.
- Why this job: Kickstart your career with training in Mauritius and fast-track promotions in a dynamic environment.
- Qualifications: Ideal for ambitious individuals with a passion for finance and client relationships.
- Other info: This role offers a unique opportunity to work internationally and gain valuable industry qualifications.
Turn your ambitions into achievements in Dubai with Acuma. This is a permanent overseas position based in our Dubai office, beginning with a two-month training programme at our Investment Bank in Mauritius. You must be prepared to relocate for both stages of the role, with relocation support provided. This opportunity offers a strong foundation for a long-term career in international financial services.
Are you ready to build a rewarding career in financial advisory? At Acuma, we provide the ideal platform for ambitious individuals to thrive in the dynamic, fast-paced world of global financial planning.
Training and Development:- Gain essential CISI (Chartered Institute for Securities & Investment) industry qualification.
- Competitive, uncapped opportunities with a clear path to financial success.
- Fast-track promotions, international placements, and leadership opportunities.
- Ambitious, Entrepreneurial-Minded Trainees: Individuals eager to pursue a challenging and rewarding international career.
- Passionate about building meaningful, long-term client relationships.
- Confident in engaging clients over the phone.
- Candidates looking for positions in accountancy, analytics, bookkeeping, or other numerically-focused roles.
This opportunity is tailored for those who thrive in a dynamic, client-facing, performance-driven environment.
Financial Planning Administrator / Trainee employer: Acuma - Independent Financial Advice
Contact Detail:
Acuma - Independent Financial Advice Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator / Trainee
✨Tip Number 1
Research Acuma thoroughly to understand their values, mission, and the specifics of the financial services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 2
Network with current or former employees of Acuma on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial for your application process.
✨Tip Number 3
Prepare for potential role-play scenarios during interviews, especially those that involve client interactions. Practising how to engage clients confidently over the phone will showcase your readiness for a client-facing role.
✨Tip Number 4
Highlight any relevant experience in numerically-focused roles, such as accountancy or analytics, during your discussions. This will reinforce your suitability for the Financial Planning Administrator position and show your capability in a performance-driven environment.
We think you need these skills to ace Financial Planning Administrator / Trainee
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Financial Planning Administrator / Trainee position. Tailor your application to highlight how your skills and experiences align with these expectations.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, education, and skills. Emphasise any previous roles in finance or client-facing positions, and include any achievements that demonstrate your potential in financial advisory.
Write a Strong Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Discuss why you are interested in a career in international financial services and how you can contribute to Acuma's success. Be sure to mention your willingness to relocate and participate in the training programme.
Proofread Your Application: Before submitting your application, take the time to proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at Acuma - Independent Financial Advice
✨Research Acuma and the Role
Before your interview, take some time to research Acuma and understand their values, mission, and the specifics of the Financial Planning Administrator role. This will help you tailor your answers and show genuine interest in the company.
✨Prepare for Client Engagement Scenarios
Since the role involves engaging clients over the phone, be ready to discuss how you would handle various client scenarios. Think about examples from your past experiences where you've successfully built relationships or resolved issues.
✨Highlight Your Numerical Skills
As this position is numerically focused, be prepared to discuss your experience with accountancy, analytics, or bookkeeping. Bring examples of how you've used these skills in previous roles or projects to demonstrate your capability.
✨Show Your Ambition and Adaptability
Acuma is looking for ambitious individuals who can thrive in a fast-paced environment. Be sure to convey your career aspirations and willingness to relocate, as well as your ability to adapt to new challenges during the training programme.
