Client Financial Advisor

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.

• 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

Performance is measured on client retention, satisfaction, and quality of advice.

• 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

• 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

• 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

• 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

• Free personal financial planning support
• Employee referral bonus scheme
• Reward and recognition programme
• Structured career progression pathways
• Paternity leave (paid)

• Collaborative and team-oriented
• Focused on long-term client outcomes
• Committed to continuous learning and improvement
• Driven by integrity and professionalism

• 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

• 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.