UK Financial Advisers Dubai

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My client is one of Dubai’s leading, regulated Wealth Management firms. Due to expansion within their financial consultancy team, they are now looking for additional UK qualified financial planning consultants for their established offices in Dubai.

As an experienced financial planning consultant, you will contribute to the business vision. You should have relevant industry qualifications and experience within wealth management or insurance intermediary practices, focusing on financial planning and client relationship development.

Roles & Responsibilities

• Representing the Financial Consultant Team
• Financial Planning Analysis
• Scheduling and attending client meetings to understand and meet evolving client needs, building confidence in the advisor team
• Pursuing new client relationships
• Leading and managing a Business Development Manager / Para-planner
• Contributing to the business vision with the internal team

Advantageous Skills

• Undergraduate degree in economics, financial planning, investment analysis, or a relevant field
• Level 4 qualification in Financial Services (Wealth management, financial planning, or insurance)
• Experience leading or working within a sales team

Requirements

• Minimum three years’ experience in wealth management/financial advisory with no client dissatisfaction or regulatory sanctions
• Level 4 Qualification or equivalent in financial services
• Proven client relationship management and acquisition skills
• Self-motivated, dynamic, and able to work independently

Please note: This role suits experienced, CISI / CII qualified UK investment advisory candidates, mainly serving EU and UK expatriates. Work permits may be an issue for non-EU/UK passport holders. A minimum of three years’ experience in life insurance or wealth management is required. This is a client-facing, sales-driven role, not suitable for those from accounting, auditing, or financial management professions. Only apply if you meet the wealth management experience requirement.

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