CLIENT FINANCIAL ADVISOR – DUBAI

Job Summary

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

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

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