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Financial Planner Role in Dubai
Posted date [28-Mar-2016]  (ID: 6589)
This post has expired! It was posted more than 90 days ago.

Financial Planner - Commercial / Business

*Please note we are looking for expats for this role. British or Fluent English speaking local/overseas persons are preferred as it is a British company.

A fantastic opportunity has arisen for a Financial Planner working for a reputable Wealth Management company situated in Dubai, United Arab Emirates.

You will be working in a high performance role within a close knit team consisting of a Senior Consultant, a Business Development Manager and Secretary who will be there to assist and mentor you in your new role.

Your role will would be to financially plan, strategise and advise clients financials both locally and globally. The areas in which you must be familiar and experienced when dealing with such clients include:

Retirement Provisions
Offshore Tax efficient savings
Self-Invested Personal Pension Schemes (SIPPS)
Qualifying Recognized Overseas Pension Schemes (QROPS)
Education Fee Planning
Lump Sum Investments
Asset & Portfolio Management
Tax & Trust Planning
Life and Critical Illness Cover
US IRS Compliant Pension Schemes

In addition to the above you must have solid communication skills, prior experience in sales, the ability to cold call on a regular basis and possess a dedicated and enthusiastic approach to the team, and clientele. This is a rare opportunity to work within a smaller team environment, where your proven experience will be highly regarded and recognised. In turn the company will remunerate you with an attractive base salary package, commission and additional benefits in accordance with your prior experience as a
Financial Planner.

To apply for the above role please submit your CV application with a cover letter to Sarah at gwmapplications(at)outlook.com. Candidates will be contacted and short listed pursuant to their experience and suitability for the Job role.
Post Details
Job Title Financial Planner Role in Dubai
Description Financial Planner - Commercial / Business

*Please note we are looking for expats for this role. British or Fluent English speaking local/overseas persons are preferred as it is a British company.

A fantastic opportunity has arisen for a Financial Planner working for a reputable Wealth Management company situated in Dubai, United Arab Emirates.

You will be working in a high performance role within a close knit team consisting of a Senior Consultant, a Business Development Manager and Secretary who will be there to assist and mentor you in your new role.

Your role will would be to financially plan, strategise and advise clients financials both locally and globally. The areas in which you must be familiar and experienced when dealing with such clients include:

Retirement Provisions
Offshore Tax efficient savings
Self-Invested Personal Pension Schemes (SIPPS)
Qualifying Recognized Overseas Pension Schemes (QROPS)
Education Fee Planning
Lump Sum Investments
Asset & Portfolio Management
Tax & Trust Planning
Life and Critical Illness Cover
US IRS Compliant Pension Schemes

In addition to the above you must have solid communication skills, prior experience in sales, the ability to cold call on a regular basis and possess a dedicated and enthusiastic approach to the team, and clientele. This is a rare opportunity to work within a smaller team environment, where your proven experience will be highly regarded and recognised. In turn the company will remunerate you with an attractive base salary package, commission and additional benefits in accordance with your prior experience as a
Financial Planner.

To apply for the above role please submit your CV application with a cover letter to Sarah at gwmapplications(at)outlook.com. Candidates will be contacted and short listed pursuant to their experience and suitability for the Job role.
Job Start Date Mid April
Salary Offered Negotiable
Number of Vacancies 1
Location Job Location -> UAE Dubai
Location City Dubai
    
Desired Candidate's Profile
Gender No Preference
Nationality
Candidate Current Location Job Location -> UAE Dubai
Work Experience 3-6 Years
Candidate Profile Description Previous Financial Planning preferred
British Expat Preferred
Cold Calling, telephone based meeting experience
Job Classification
Job Type Job Type -> Full-time
Industry Type Job Industry -> Financial Services
Job Function Job Functions -> Financial Planning-Advising
Employers Details
Company GWM
Contact Person Sarah
Email gwmapplications(at)outlook.com

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