مستشارو الاستثمار

My client in Abu Dhabi is a borderless IFA practice, designed to help experienced advisers grow their business. Their international advisers operate on a fee and commission basis with no ceiling on earning potential.
As a Financial Planning Consultant, you will have relevant industry qualifications and experience within a wealth management practice. You will embrace a concentration on financial planning (analyzing a client s current position and the options available to them to meet their financial goals) and client relationship development.
RESPONSIBILITIES:
• Representing my client s Financial Consultant Team
• Financial Planning Analysis
• Scheduling and attending client meetings to work closely to capture evolving short term and long-term client needs which ensures client confidence in the advisor team.
• Pursuing new client relationships.
• Lead and manage a Business Development Manager / Para-planner.
REQUIREMENTS
• Minimum three years experience within wealth management/financial advisory no record of client dissatisfaction or regulatory sanctions
• Proven track record in client relationship management and acquisition
• Self-motivated, dynamic personality with an ability to work independently
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 your clients with you if you leave to another IFA
• Examination support
• Career guidance and support
• Lead generation provided (if needed)
• Coordinators provided (if needed)