| Hi folks, A while ago, I have placed Georgina with my TOP client in Dubai, and they're looking for a one or two MORE Georginas! You'll come in and service a book of clients....no new business or lead generation expected or needed! Read her story: From London to Dubai - a leap that changed everythingI’ve built my career in financial services, with a focus on delivering holistic advice that blends investment strategy with life’s broader financial decisions. My background across finance, law, and the humanities has given me a really strong analytical foundation, a commercial mindset, and the ability to communicate complex things clearly, something I’ve worked hard to hone over the years. I started out at Saunderson House on their grad scheme, worked my way up to a lead adviser role, and helped grow a fast-paced team while building deep relationships with clients. Now, I’m at AES International in Dubai, where I provide cross-border, international planning for globally mobile individuals and families, helping them navigate complex transitions and live with more clarity and confidence. Read the rest of Georgina's story by clicking here | |
| 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 & BenefitsFinancial & 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 & ValuesClient > 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
See WHY folks are falling over each other for a crack at this role!  | |
| Private medical insurance (self) and life insuranceWe give you top tier healthcare. | | Wellness initiativesFruit baskets, discounted lunches and events created to support your wellness | | Professional qualification supportWe cover exam fees and memberships for Chartered and other recognised professional qualifications, regardless of discipline. |
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| Training and unlimited booksFound a book that will help you perform better? We’ll buy it for the AES Library, and you get to borrow it first. | | Profit shareEffort is rewarded based on your contribution towards our success; regardless of your role or seniority. | | Free financial planningCreate your own financial plan with the help of one of our experts. |
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| Annual flight allowanceA contribution toward visiting family and loved ones once per year. | | Flexible leaveMore time to spend with loved ones, on us. | | Celebration dayReceive a cash bonus for helping us find more people just like you. |
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| Quarterly social eventsWhen you work with amazing people, it’s not hard to have a good time. | | Volunteering time offBe given extra paid leave, and the full support of everyone at AES, to volunteer for our annual CSR initiatives. | | Employee referral schemeReceive a cash bonus for helping us find more people just like you. |
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| Pension/end of service benefitWe empower your financial success and help you plan for the future. | | Reward and recognition programmeOur Hero’s Corner recognises those who make our work life more comfortable, exhibit our core values, or are simply celebrating a milestone. | | Paternity leaveOne week paid paternity leave at full pay. |
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. | |
| Are you a ROCKSTAR BDM?? Our client is an experienced and established British ran company with a young team of highly qualified advisors. The company has an incredible business in Europe and is looking now for experienced coordinators to support their Admin team in the UK. These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments / insurance) industry. Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates. You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research. | |
| Are you taking advantage of our 9000+ financial services subscriber network? If not...why not? So, 9000+ folks of which many are IFA's and BDM's are NOT seeing what you have to offer? Well this is all we have going into this weekend, but there's much more on our website! If you have any questions or need to have a chat, just click on the WhatsApp logo below for a quick response. Have a great rest of the weekend and hear from you again soon. Best regards,
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