Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Investment Account Management Financial Management Liability Insurance Wealth Management Customer Acquisition Management Portfolio Management Estate Planning Retirement Planning Customer Relationship Management Sales Development Lead Generation Portfolio Management Marketing Company Administration Regulatory Compliance Customer Relationship Management

Other Skills

•
Success Driven
•
Communication
•
Entrepreneurship
•
Social Skills
•
Self-Motivation

Roles & Responsibilities

Minimum 2 years of experience in financial services.
Proven track record in client acquisition and portfolio growth.
Strong interpersonal and communication skills.
Relevant qualifications (e.g., CISI, CII, Level 4 Diploma or equivalent) preferred.

Requirements:

Build and manage a client base with autonomy, backed by admin and compliance support.
Advise international clients on retirement planning.
Advise on wealth management and investment solutions.
Provide insurance/protection and estate/succession planning guidance.

Recruiter4You

About Recruiter4You

Recruiter4You is a boutique agency that specializes in recruitment for innovative industries. With a proven history of successful projects, we are the ideal partner for companies wishing to grow without the burden of exorbitant recruitment costs. Our mission is to create dynamic matches between exceptional candidates and outstanding companies. Whether your focus is on iGaming, Technology, Crypto, or Finance, we’re here to assist in Europe, Asia, Latin America, or even remote positions. If you're a company with ambitious goals or a candidate eager for a fresh start in your career, reach out to us today. We are eager to assist you. Email: francesco@recruiter4you.com Web: www.recruiter4you.com

Company type: Small startup

Founded: 2018

Company size: 2 - 10

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Job description

Our client is a British financial advisory firm founded in Dubai which offers a spectrum of services to help you reach your financial goals. They offer comprehensive financial planning and wealth management solutions to expatriates and international investors.

Responsibilities:

As an Independent Financial Advisor, you’ll have the autonomy to build your client base while backed by industry-leading support, global infrastructure, and a strong in-house admin and compliance team. You’ll advise international clients on:

Retirement planning
Wealth management
Investment solutions
Insurance and protection
Estate and succession planning

What Our client offers:

Uncapped, commission-based earnings
Full administrative, marketing, and compliance support
Access to top-tier financial products and global platforms
Cutting-edge CRM and lead generation tools
Regular training and career development

Requirements:

Minimum 2 years of experience in financial services
Proven track record in client acquisition and portfolio growth
Strong interpersonal and communication skills
A results-driven and entrepreneurial mindset
Relevant qualifications (e.g., CISI, CII, Level 4 Diploma or equivalent) preferred
Fluent in English; additional languages are a plus