Client Financial Advisor – Dubai | Financial Advisor Jobs in Dubai | Prestige IFA Jobs
About the Company
Our client is the Middle East’s only certified fiduciary, CII Chartered and fee-only wealth management firm. With a strong reputation for professionalism and integrity, they operate a fully client-first model, focused on delivering high-quality, long-term financial planning outcomes.
This is a rare opportunity for a qualified financial planner to step into a pure advisory role, inheriting an established and high-quality client portfolio with no requirement to generate new business.
Responsibilities
- Deliver ongoing financial planning and advice
- Manage and develop long-term client relationships
- Review and optimise client strategies over time
- Act as a trusted adviser focused on client outcomes
- Maintain high standards of compliance and professionalism
There are no expectations to generate new business. Performance is measured on client retention, satisfaction, and quality of advice.
Requirements
- UK-qualified (or equivalent) with Level 4+ qualifications (CII, CISI, CFP or higher)
- Ideally Chartered or working towards Chartered status
- Minimum 3 years’ client-facing experience in wealth management
- Academically strong, with a structured and disciplined approach
- Professional, ethical, and client-focused
Compensation & Benefits
Financial & Core Benefits:
- Competitive base salary
- Performance-based annual bonus (typically 0–15%)
- Profit share based on contribution
- Pension / end-of-service benefits
- Private medical insurance and life cover
- Comprehensive health insurance
Lifestyle & Wellbeing
- Wellness initiatives, including events and healthy workplace perks
- Fruit baskets and subsidised lunches
- Flexible leave policy
- 26 days annual leave (excluding public holidays)
- Birthday day off (celebration day)
- Annual flight allowance (from year 2)
- Quarterly social events
- Paid volunteering leave for CSR initiatives
Learning & Development
- Full support for professional qualifications (CII, CISI, CFP, Chartered, etc.)
- Exam fees and professional memberships covered
- Study leave for exams
- Access to training and development resources
- Unlimited book support (firm-sponsored learning library)
- Mentorship from experienced professionals
Additional Benefits
- Free personal financial planning support
- Employee referral bonus scheme
- Reward and recognition programme
- Structured career progression pathways
- Paternity leave (paid)
Culture & Values
Client > Organisation > Self
- Collaborative and team-oriented
- Focused on long-term client outcomes
- Committed to continuous learning and improvement
- Driven by integrity and professionalism
Hiring Process
- Application submission
- Initial 30-minute interview (Teams or phone)
- Psychometric and work-related assessments
- 1–2 hour interview with team members and leadership
- Final culture-fit interview with senior leadership
Additional Information
- Minimum of 3 years’ client-facing experience in wealth management required
- Recognised qualifications (CII Level 4, CISI, CFP or higher) essential
- This is a client service-focused advisory role, not a sales position
Apply now if you are looking to move into a client-focused, professional advisory environment with no sales pressure and a clear long-term career path.
Daniel van Niekerk
Welcome to Prestige IFA Jobs, the premier international wealth management recruitment service. Since our establishment in 2016, we have earned a reputation as the go-to choice for discerning international wealth management and investment advisory firms around the world. At Prestige IFA Jobs, we redefine the art of headhunting in our industry. We stand unrivaled, leading the way with our unique approach and unmatched expertise. No one does what we do quite like us. Our commitment goes beyond simply matching a qualified candidate with a good IFA firm. We believe in finding the perfect synergy between candidate and company. With our extensive background in personal financial advisory across multiple countries, we take the time to deeply understand our candidates and our clients. So, when things go wrong, don't go wrong with them...because the successful warrior is the average man, but with laser focus.
