SENIOR FINANCIAL ADVISOR – DUBAI

Overview

The Opportunity

What You’ll Be Doing

• Provide professional advice across Life Insurance, long-term savings and investment planning, General Insurance, Employee Benefits, and personal lines
• Build and manage a long-term client portfolio, generating renewal and trail income
• Prospect, develop, and close new business through networking, referrals, and lead generation
• Conduct in-depth client meetings to understand financial goals and deliver tailored solutions
• Maintain accurate and compliant client records
• Service existing clients through regular reviews and ongoing financial planning
• Stay current with regulatory, legislative, and market developments
• Liaise with internal teams, providers, and external professionals such as accountants and solicitors
• For qualified candidates, recruit, mentor, and lead advisors as part of a Team Leader / Sales Manager role

What’s On Offer

• A regulated platform to build and scale your own advisory business
• Diversified income streams across Life, Savings (Education & Retirement), General Insurance, and Employee Benefits
• A proven long-term earnings model, with established advisors achieving recurring annual income in excess of USD 100,000
• Potential access to structured financial support via advances against earned commissions
• Fully funded back-office, compliance, and administrative support
• Clear progression into Team Leader and Sales Manager roles with override income
• Visa sponsorship, medical cover, and life insurance
• Ongoing professional development, including in-house training and support toward UK Chartered Insurance Institute (CII) qualifications at no cost
• Attractive sales incentives, including international conventions and performance rewards

Skills

• You will be an experienced, driven financial services professional with a long-term mindset and strong client-facing skills.
• You will also demonstrate:
• A customer-centric and ethical approach
• Strong communication and relationship-building ability
• Confidence working independently while contributing within a team environment
• Proven networking, business development, and lead-generation capability
• Sound financial awareness and commercial judgement
• Excellent organisation, planning, and time-management skills
• Results-driven mindset with a strong sales culture
• An existing client bank is advantageous but not essential.

Experience & Qualifications

• Degree holder
• Ideally UK CISI Diploma Level 4 qualified, or studying toward it
• 2–3+ years’ experience within an independent financial advisory or brokerage environment
• Chartered Insurance Institute (CII) qualifications are a distinct advantage
• UAE market experience preferred, but not essential
• 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.
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