CLIENT FINANCIAL ADVISOR – DUBAI

About This Role

Job Summary Our client is the Middle East’s only certified fiduciary, CII Chartered and fee-only wealth management firm.

This is a rare opportunity for a qualified financial planner to step into a pure advisory role , inheriting an existing client portfolio with no requirement to generate new business .

You will focus entirely on delivering high-quality financial planning, building long-term relationships, and improving client outcomes.

The Role This is not a cold-start or sales-driven position.

You will be provided with a well-established, high-quality client book and will be responsible for:

• Delivering ongoing financial planning and advice
• Managing and developing long-term client relationships
• Reviewing and optimising client strategies over time
• Acting as a trusted adviser focused on client outcomes
• Maintaining high standards of compliance and professionalism

There are no expectations to generate new business . Performance is measured on client retention, satisfaction, and quality of advice .

Why This Role Stands Out Most international wealth management roles are commission-based and sales-driven.

This Opportunity Offers

• Fee-based, salaried structure
• No commission or sales targets
• Fully aligned, client-first advice model
• Long-term, relationship-driven work

You will operate as a professional adviser , not a product salesperson.

Candidate Profile This Role Is Suited To Individuals Who Are

• UK-qualified (or equivalent) with Level 4+ qualifications (CII, CISI, CFP or higher)
• Ideally Chartered or working towards Chartered status
• Minimum 3 years’ client-facing experience in wealth management
• Academically strong, with a structured and disciplined approach
• Professional, ethical, and client-focused

Backgrounds That Often Align Well Include

• UK-trained financial planners
• Individuals from structured or high-performance environments (e.g. military, professional services)
• Candidates seeking long-term career development rather than short-term earnings

Compensation & Benefits Financial & Core Benefits:

• Competitive base salary
• Performance-based annual bonus (typically 0–15%)
• Profit share based on contribution
• Pension / end-of-service benefits
• Private medical insurance and life cover
• Comprehensive health insurance

Lifestyle & Wellbeing

• Wellness initiatives, including events and healthy workplace perks
• Fruit baskets and subsidised lunches
• Flexible leave policy
• 26 days annual leave (excluding public holidays)
• Birthday day off (celebration day)
• Annual flight allowance (from year 2)
• Quarterly social events
• Paid volunteering leave for CSR initiatives

Learning & Development

• Full support for professional qualifications (CII, CISI, CFP, Chartered, etc.)
• Exam fees and professional memberships covered
• Study leave for exams
• Access to training and development resources
• Unlimited book support (firm-sponsored learning library)
• Mentorship from experienced professionals

Additional Benefits

• Free personal financial planning support
• Employee referral bonus scheme
• Reward and recognition programme
• Structured career progression pathways
• Paternity leave (paid)

Culture & Values The Organisation Operates Under a Clear Guiding Principle Client > Organisation > Self You Will Be Part Of a Team That Is

• Collaborative and team-oriented
• Focused on long-term client outcomes
• Committed to continuous learning and improvement
• Driven by integrity and professionalism

Hiring Process

• Application submission
• Initial 30-minute interview (Teams or phone)
• Psychometric and work-related assessments
• 1–2 hour interview with team members and leadership
• Final culture-fit interview with senior leadership

Additional Information

• Minimum of 3 years’ client-facing experience in wealth management required
• Recognised qualifications (CII Level 4, CISI, CFP or higher) essential
• This is a client service-focused advisory role, not a sales position

Apply Now If you are looking to move into a client-focused, professional advisory environment with no sales pressure and a clear long-term career path, apply now and get in touch for a confidential discussion.

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