Independent Investment Advisor

This is a fully remote position, open to applicants in United Arab Emirates (UAE).

📋 Description

• Provide specialized financial advice and wealth management solutions to expatriate clients.

• Foster client loyalty through consistent, high-quality guidance and personalized service.

• Conduct comprehensive financial fact-finds and risk assessments for each client engagement.

• Create customized financial plans addressing retirement, investment, and protection needs.

• Offer expertise in cross-border financial planning and international portfolio management.

• Provide counsel on UK pension options, QROPS transfers, and strategies for expatriate wealth.

• Strictly comply with regulatory frameworks and adhere to industry best practices.

⛳️ Requirements

• Preferred UK financial advisory qualification (DipPFS, CISI Level 4, CFP or recognized equivalent).

• Demonstrated client advisory experience of 2-3 years in the financial services sector.

• Strong technical proficiency in investments, pensions, and wealth management.

• Outstanding relationship-building and communication abilities.

• Experience in advising international or expatriate clients is advantageous.

• Dedication to maintaining professional standards, ethics, and regulatory compliance.

🏝️ Benefits

• Competitive uncapped commission structure for top performers.

• Continuous professional development and training opportunities.

• Relocation support and visa sponsorship offered.

• Chance to cultivate an international client base across various markets.

• Comprehensive administrative and compliance support.

• Opportunities for career advancement within a rapidly growing international advisory firm.