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Financial Advisors - Qatar
Prestige IFA Jobs
Doha, QatarQAR 7,350-23,100/moYesterday
QatarFinance & AccountingFull Time
Skills Required
ExcelCustomer ServiceEnglish
Job Description
Overview UK-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 Skills The 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 national Be customer service centric Be people focused Be great at planning Be good at negotiating Be great at networking Be a good communicator Have good time management skills Be a problem solver Have impeccable integrity Have excellent financial awareness Be results driven Be good at business Development Be focused on sales culture Be Ethical Have good judgement Have sound financial insight Responsibilities Prospects, develops and closes new business clients Remain abreast of market, industry and regulatory developments and develops a personal network to increase knowledge Arrange Client meetings and attend when required Resolve any escalated complaints and disputes that arise and manage good levels of client service Contacting 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 goals Keep up to date files relating to dealings with customer Identify Client's insurance and financial needs and offer advice and how best they can achieve these needs Increase short-and long-term persistency of the company book of policies Arranging 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 plans Making customers both existing and new of the range of general insurance products that the company has available to address their needs Ensure 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. Education A degree holder 2-3 Years of experience working in an independent financial advisory or insurance brokerage UK Chartered Insurance Institute (CII) or CISI Level 4 qualification is a requirement. The Company Offers They provide security and career opportunities with unlimited income and fully funded back office support Visa 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.
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