As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in the Middle East.As a Financial Planner in the Middle East, you will be working alongside the Director of the UAE business. Working in a face-to-face capacity with GCC-wide clients, you will be advising clients on medium to longer term financial objectives.You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.Desired Skill & Experience\xc2\xb7 A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organization such as a bank, brokerage or IFA.\xc2\xb7 Transferable AUM and Active Client Base\xc2\xb7 Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.\xc2\xb7 A pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.\xc2\xb7 At least 1 year experience as a Financial Planner.Benefits\xc2\xb7 Self-Employed with a competitive bonus scheme\xc2\xb7 UAE Benefits\xc2\xb7 Flexible working hours and the option to work from home/ remotely\xc2\xb7 Full support of an in-house paraplanner\xc2\xb7 In-house marketing team to support any campaigns you wish to run\xc2\xb7 In depth training in Repatriation and clients returning with offshore solutionsWhy ?\xc2\xb7 Strong regulatory background in multiple jurisdictions\xc2\xb7 Global Presence\xc2\xb7 Full training and support including funding of external CII, CISI and LIBF qualifications\xc2\xb7 Industry leading investment proposition\xc2\xb7 Support with lead generation via business development, research, and marketing teams\xc2\xb7 Full paraplanning and admin support\xc2\xb7 Flexible working and infrastructure.\xc2\xb7 Self-employed and employed adviser options availableUnique PropositionWhether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offers a truly unique proposition in the international wealth management space.With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.RegulationThe most important USP for our client is their strong regulatory background, that has been with us since inception.They hold the necessary licenses to operate in every jurisdiction where they have a physical presence.ComplianceUnderpinning their strong licensing and client offering is their dedicated internal compliance team. Their due diligence ensures they continue to develop new terms of business with investment and insurance providers, while staying ahead of regulatory changes.Investment CommitteeThey have an industry leading investment proposition, that is constantly reviewed by their investment committee. Their investment philosophy is based on four key principles: consistency, long term growth, quality investments and diversification.Operational SupportTheir advisers are supported by a large operations team, who handle queries from providers, trustees and clients to ensure the smooth issuance of new business advice.Business DevelopmentBusiness Development Managers are in place to introduce their unique proposition prior to setting up a first meeting with an adviser. They are also supported by a dedicated UK based marketing team, who create brochures, sales aids, advertising campaigns and much more.Team EthosOften overlooked, they have a strong team ethos. Their advisers, BDMs and administrative staff spend a lot of time together, and the sense of camaraderie is a real draw.

Independent Resourcing Consultancy