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Investment Advisors – Abu Dhabi
Prestige IFA Jobs
Abu Dhabi, UAEAED 4,000-10,000/moToday
UAEFinance & AccountingFull Time
Skills Required
Crm
Job Description
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.My client in Abu Dhabi 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 is for potential advisors who have prior experience working as an Independent Advisor or Wealth Manager; or are you looking to take the next step in your 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 be evaluating and advising on medium to longer term financial objectives. The advice will be specific to nationality and location and cover such areas as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning. My client\'s Wealth Managers work closely with our marketing, coordination and paraplanning teams who will assist them with their day to day client meetings. Each of my client\'s Management\’s team is held to high standards and are given ongoing training to ensure they meet both your and our standards. You will also be given access to their bespoke CRM system that is created in-house by previous Wealth Managers.ResponsibilitiesRepresenting my client\'s Financial Consultant TeamFinancial Planning AnalysisScheduling and attending client meetings to work closely to capture evolving short term and long-term client needs which ensures client confidence in the advisor team.Pursuing new client relationships.Lead and manage a Business Development Manager / Para-planner.RequirementsMinimum three years’ experience within wealth management/financial advisory - no record of client dissatisfaction or regulatory sanctionsProven track record in client relationship management and acquisitionSelf-motivated, dynamic personality with an ability to work independentlyCompany OffersMarket leading back office supportHighest commission levels available through any IFA businessAbility to sell your book upon leavingAbility to take your clients with you if you leave to another IFAExamination supportCareer guidance and supportLead generation provided (if needed)Coordinators provided (if needed)If you\’ve perhaps had enough of the old school Brittex style commission treadmill that some companies are still on, then let us know is something like this might be what you\’ve been waiting for. Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.#J-18808-Ljbffr
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