Our client, a regulated and fully independent financial planning advisory and wealth management firm operating under DIFC, is seeking to hire a Senior Financial Planner/Wealth Manager to strengthen their Dubai office.
You will be joining a team with a transferable book of clients who have historically been charged fees and operated on commission structures. The average client size is approximately $1.2 million, and the firm is looking for an advisor experienced in managing client portfolios ranging from $1 million to $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 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.
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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