At a Glance
- Tasks: Help clients achieve their financial goals through tailored advice and planning.
- Company: Dynamic IFA practice in Dubai with a focus on growth and support.
- Benefits: High commission potential, market-leading support, and career guidance.
- Why this job: Join a vibrant team and make a real difference in clients' financial futures.
- Qualifications: Minimum three years in wealth management with a proven track record.
- Other info: Ideal for self-motivated individuals looking to thrive in a client-facing role.
The predicted salary is between 36000 - 60000 £ per year.
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My client in Dubai is a borderless IFA practice, designed to help experienced advisers grow their business. Their international advisers operate on a fee and commission basis with no ceiling on earning potential.
This opportunity in Dubai is for potential advisors who have prior experience working as an Independent Advisor or Wealth Manager or are looking to take the next step in their career.
The right candidate will have access to exclusive international and local solutions to independently advise and service their clients.
Working in a face-to-face capacity with clients, you will evaluate and advise on medium to long-term financial objectives. The advice will be specific to nationality and location and cover areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.
My client’s Wealth Managers work closely with marketing, coordination, and paraplanning teams who assist with daily client meetings.
Each management team member is held to high standards and receives ongoing training to meet both your and the company\’s standards.
You will also gain access to their bespoke CRM system created in-house by experienced Wealth Managers.
Responsibilities
- Representing the Financial Consultant Team
- Financial Planning Analysis
- Scheduling and attending client meetings to understand evolving short-term and long-term needs, ensuring client confidence
- Pursuing new client relationships
- Leading and managing a Business Development Manager / Paraplanner
Requirements
- Minimum three years’ experience in wealth management/financial advisory with no client dissatisfaction or regulatory sanctions
- Proven track record in client relationship management and acquisition
- Self-motivated, dynamic personality with the ability to work independently
Company Offers
- Market-leading back-office support
- Highest commission levels available among IFA businesses
- Ability to sell your book upon leaving
- Ability to transfer your clients if you move to another IFA
- Examination support
- Career guidance and support
- Lead generation (if needed)
- Coordinators (if needed)
Remuneration
Salary AED12,000.00 plus commissions:
- £0-100K: 30% of Gross
- £101-250K: 35% of Gross
- £251K+: 40% of Gross
- Cold and SMF: 40%G
If you\’re tired of traditional Brittex-style commission models, this role might be what you\’ve been waiting for.
Please note: This position is ideal for experienced UK investment advisory candidates, primarily serving EU and UK expatriates. A minimum of three years in wealth management is required. This role is client-facing, sales-driven, and targets-oriented, not suitable for accounting, auditing, or financial management professionals.
Additional Details
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
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FINANCIAL ADVISOR PATHWAY PROGRAM DUBAI employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL ADVISOR PATHWAY PROGRAM DUBAI
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, and don’t be shy about reaching out to potential mentors. The more connections we make, the better our chances of landing that Financial Advisor role.
✨Show Off Your Skills
When you get the chance to meet with potential employers, make sure to highlight your experience and successes in wealth management. We want to demonstrate how our skills can directly benefit their clients and the company. Be ready with examples!
✨Prepare for Face-to-Face Meetings
Since this role is client-facing, practice your communication skills. We should be able to explain complex financial concepts in simple terms. Role-play with friends or colleagues to build confidence before those important meetings.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing the job! We’ve got all the resources you need to make your application stand out, so let’s take advantage of that and get you into the Financial Advisor Pathway Program in Dubai!
We think you need these skills to ace FINANCIAL ADVISOR PATHWAY PROGRAM DUBAI
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in wealth management and client relationship management, as these are key for us. Use specific examples that showcase your skills and achievements.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about financial advising and how your background makes you a great fit for our team. Keep it concise but engaging, and don’t forget to mention your motivation for applying to Dubai!
Showcase Your Client Success Stories: We love hearing about your successes! Include specific examples of how you've helped clients achieve their financial goals. This will demonstrate your ability to build relationships and provide tailored advice, which is crucial for this role.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at International Financial Advisor Jobs
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around areas like Lump Sum Investing and Retirement Planning. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Showcase Your Experience
Prepare to talk about your previous roles as an Independent Advisor or Wealth Manager. Highlight specific achievements and how you've successfully managed client relationships. This is your chance to demonstrate your proven track record in client acquisition and management.
✨Understand the Company Culture
Research the company’s values and how they operate. Since they focus on high standards and ongoing training, be ready to discuss how you align with these principles and how you can contribute to their team dynamic.
✨Ask Insightful Questions
Prepare some thoughtful questions about the role and the company. Inquire about the support systems in place for new advisors or how the CRM system works. This shows your genuine interest in the position and helps you assess if it's the right fit for you.