FINANCIAL ADVISOR - ABU DHABI

My client in Abu Dhabi is a borderless IFA practice designed to help experienced advisers grow their business. The international advisers operate on a fee and commission basis with no ceiling on earning potential.

This opportunity is for advisors who have prior experience as an Independent Advisor or Wealth Manager, or who are looking to advance their career.

The right candidate will have access to exclusive international and local solutions to independently advise and service clients.

In a face‑to‑face capacity with clients, you will evaluate and advise on medium‑to‑longer‑term financial objectives. Advice will cover areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning, tailored to nationality and location.

Our Wealth Managers work closely with marketing, coordination and paraplanning teams that assist with day‑to‑day client meetings.

The team is held to high standards and receives ongoing training to meet both client and company expectations.

You will have access to a bespoke CRM system, built in‑house by former Wealth Managers.

Responsibilities

• Represent the financial consultant team.
• Perform financial planning analysis.
• Schedule and attend client meetings, capturing evolving short‑term and long‑term client needs to ensure client confidence.
• Pursue new client relationships.
• Lead and manage a Business Development Manager or para‑planner.

Requirements

• Minimum three years’ experience in wealth management or financial advisory, without client‑dissatisfaction records or regulatory sanctions.
• Proven track record in client relationship management and acquisition.
• Self‑motivated, dynamic personality capable of working independently.
• Recognised investment qualifications such as CISI, CII or equivalent.

Company Offers

• Market‑leading back‑office support.
• Highest commission levels available through any IFA business.
• Ability to sell your book upon leaving.
• Ability to take clients with you if you move to another IFA.
• Examination support.
• Career guidance and support.
• Lead generation provided if needed.
• Coordinators provided if needed.