
Financial Consultant – Abu Dhabi, UAE
At a Glance
- Category
- 🏦 Finance & Banking
- Level
- Mid-Level
- Experience
- 2-3 years
- Type
- Full-time
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Company Description
Our client is a leading independent financial institution with ambitious expansion plans across Dubai, Abu Dhabi, and the wider UAE.
Renowned for delivering independent, advice-driven financial planning, the firm is committed to enhancing the financial well-being of its clients through personalized, high-quality advisory services. With a strong leadership team and a culture centered on continuous learning, the company provides a supportive and growth-oriented environment for its advisors.
Operating across multiple jurisdictions with access to cutting-edge financial tools, the business offers a truly international platform for Wealth Managers looking to build long-term careers.
Job Description
Our client is seeking an experienced Financial Advisor to join their client’s team in Dubai, United Arab Emirates. This role involves providing comprehensive financial planning and wealth management services to an international client base, including expatriates and high-net-worth individuals. The successful candidate will benefit from the region’s growing financial services sector and its position as a hub for cross-border wealth management.
Core duties
- Provide professional financial advice and wealth management solutions to clients
- Develop and maintain long-term client relationships through exceptional service
- Conduct thorough financial reviews and fact-finding meetings
- Create tailored financial plans covering investments, pensions, and protection
- Advise on cross-border financial planning and international investment strategies
- Support clients with UK pension transfers, QROPS, and expatriate tax planning
- Ensure full compliance with all regulatory requirements and industry standards
Qualifications
- UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent)
- Minimum 2-3 years of client-facing experience in wealth management or financial advisory
- Strong knowledge of investments, pensions, and wealth management strategies
- Excellent communication and relationship management skills
- Experience working with expatriate or cross-border clients preferred
- Commitment to professional development and regulatory compliance
Additional Information
Reward and infrastructure
- Competitive commission-based earnings with uncapped potential
- Professional development and ongoing training support
- Relocation support and visa sponsorship for successful international candidates
- Opportunity to build a global client portfolio
- Full back-office and compliance support
- Career progression opportunities within a growing international firmAbout Dubai, United Arab Emirates
Dubai is a thriving financial centre with a growing expatriate community and excellent quality of life. The city offers a modern infrastructure, competitive tax environment, and outstanding professional networking opportunities within the international financial services sector.
Application
If you are a qualified Financial Advisor seeking a new challenge in Dubai, United Arab Emirates, they want to hear from you via Prestige. Please submit your CV and a brief cover letter detailing your relevant experience and qualifications.
Requirements
- •UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent)
- •Minimum 2-3 years of client-facing experience in wealth management or financial advisory
- •Strong knowledge of investments, pensions, and wealth management strategies
- •Excellent communication and relationship management skills
- •Commitment to professional development and regulatory compliance
Nice to Have
- •Experience working with expatriate or cross-border clients preferred
Responsibilities
- •Provide professional financial advice and wealth management solutions to clients
- •Develop and maintain long-term client relationships through exceptional service
- •Conduct thorough financial reviews and fact-finding meetings
- •Create tailored financial plans covering investments, pensions, and protection
- •Advise on cross-border financial planning and international investment strategies
- •Support clients with UK pension transfers, QROPS, and expatriate tax planning
- •Ensure full compliance with all regulatory requirements and industry standards
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