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Financial Advisors – Qatar
Prestige IFA Jobs
Doha, QatarQAR 7,350-23,100/moToday
QatarFinance & AccountingFull Time
Skills Required
ExcelCustomer ServiceEnglish
Job Description
OverviewUK-Qualified IFAs Welcome: This role is open to FCA-regulated professionals (DipPFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international placements. Our client is one of the largest independent award winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region. Authorised by the Qatar Financial Centre Regulatory Authority 00099. Prestige IFA Jobs has been commissioned to recruit a qualified, experienced and exceptional Investment advisors to be based in Qatar.Required SkillsThe candidate we are looking for will be driven and want to grow with the company. They will also be an excellent and confident communicator with a positive attitude along with the ability to work on own initiative. Although some leads will be available to them, they will also possess the skills to generate leads as well as develop networks. Over and above all you must:Be a native English speaker or nationalBe customer service centricBe people focusedBe great at planningBe good at negotiatingBe great at networkingBe a good communicatorHave good time management skillsBe a problem solverHave impeccable integrityHave excellent financial awarenessBe results drivenBe good at business DevelopmentBe focused on sales cultureBe EthicalHave good judgementHave sound financial insightResponsibilitiesProspects, develops and closes new business clientsRemain abreast of market, industry and regulatory developments and develops a personal network to increase knowledgeArrange Client meetings and attend when requiredResolve any escalated complaints and disputes that arise and manage good levels of client serviceContacting clients and arrange in depth meetings with them to best understand their financial goals and aspirations, then generating a proposal to enable them to make an informed decision as to how they can achieve their financial goalsKeep up to date files relating to dealings with customerIdentify Client’s insurance and financial needs and offer advice and how best they can achieve these needsIncrease short-and long-term persistency of the company book of policiesArranging regular meetings with existing customers to review and ensure that their insurance and financial requirements are being met. Are on target to deliver the results required in response to the customers changing needs and financial circumstances.Contacting customers to make them aware of new financial and insurance products or changes to legislation that may affect their existing financial plansMaking customers both existing and new of the range of general insurance products that the company has available to address their needsEnsure that you stay up to date with current products provided by the company and aspects of legal and regulatory requirements in the area where you work.Analyzing information and preparing plans best suited to individual clients’ requirements.Researching the marketplace and providing clients with information on new and existing products and services.Liaising with head office and financial services providers.Communicating with other professionals, such as estate agents, solicitors and accountants.EducationA degree holder2-3 Years of experience working in an independent financial advisory or insurance brokerageUK Chartered Insurance Institute (CII) or CISI Level 4 qualification is a requirement.The Company OffersThey provide security and career opportunities with unlimited income and fully funded back office supportVisa sponsorship, medical and Life cover are provided.Continuous personal development facilitated by our Training and Development Team.Attractive sales incentives including international conventions are just some of the additional rewards available.#J-18808-Ljbffr
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