Senior Financial Planner

Senior Financial Planner

Key Responsibilities

1.Financial Planning for Individuals : Create tailored financial strategies that align with clients’ life goals, risk appetite, and investment timelines.

2.Corporate Gratuity Advisory : Collaborate with corporate clients to develop and manage effective, compliant gratuity schemes.

3.Compliance & Regulation : Operate fully within DFSA regulations. Keep up to date with industry and regulatory developments.

4.Client Engagement : Build long-term relationships with clients. Regularly review and adapt financial plans as client needs evolve.

5.Market Monitoring : Stay informed on market trends and developments. Deliver timely and insightful recommendations to clients.

6.Business Development : Drive revenue through a mix of new client acquisition and retention of existing clients, aligned with activity targets.

7.Ongoing Learning : Complete a minimum of 30 CPD hours annually to remain informed and certified.

Requirements

1.Bachelor’s degree in Finance, Business, or a related discipline

2.Professional certifications such as CFP (or equivalent) are a plus

3.Minimum 3–5 years of experience in wealth management or financial planning

4.Experience in a regulated jurisdiction, preferably DIFC and under DFSA

5.Strong knowledge of investment strategies and gratuity planning

6.Excellent relationship-building and communication skills

7.Self-driven, ethical, and committed to personal growth