Senior Financial Advisor / Team Leader / Wealth Manager
Client of Prestige IFA
Posted 30+ days ago
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Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
What You ll Be Doing
- Provide professional advice across Life Insurance, long-term savings and investment planning, General Insurance, Employee Benefits, and personal lines
- Build and manage a long-term client portfolio, generating renewal and trail income
- Prospect, develop, and close new business through networking, referrals, and lead generation
- Conduct in-depth client meetings to understand financial goals and deliver tailored solutions
- Maintain accurate and compliant client records
- Service existing clients through regular reviews and ongoing financial planning
- Stay current with regulatory, legislative, and market developments
- Liaise with internal teams, providers, and external professionals such as accountants and solicitors
- For qualified candidates, recruit, mentor, and lead advisors as part of a Team Leader / Sales Manager role
What s on Offer
- A regulated platform to build and scale your own advisory business
- Diversified income streams across Life, Savings (Education & Retirement), General Insurance, and Employee Benefits
- A proven long-term earnings model, with established advisors achieving recurring annual income in excess of USD 100,000
- Potential access to structured financial support via advances against earned commissions
- Fully funded back-office, compliance, and administrative support
- Clear progression into Team Leader and Sales Manager roles with override income
- Visa sponsorship, medical cover, and life insurance
- Ongoing professional development, including in-house training and support toward UK Chartered Insurance Institute (CII) qualifications at no cost
- Attractive sales incentives, including international conventions and performance rewards
Desired Candidate Profile
You will be an experienced, driven financial services professional with a long-term mindset and strong client-facing skills. You will also demonstrate:
- A customer-centric and ethical approach
- Strong communication and relationship-building ability
- Confidence working independently while contributing within a team environment
- Proven networking, business development, and lead-generation capability
- Sound financial awareness and commercial judgement
- Excellent organisation, planning, and time-management skills
- Results-driven mindset with a strong sales culture
- An existing client bank is advantageous but not essential.
Experience & Qualifications
- Degree holder
- Ideally UK CISI Diploma Level 4 qualified, or studying toward it
- 2 3+ years experience within an independent financial advisory or brokerage environment
- Chartered Insurance Institute (CII) qualifications are a distinct advantage
- UAE market experience preferred, but not essential
Please note: This opportunity is suited to experienced investment advisory, wealth management, or insurance professionals . It is not suitable for candidates from accounting, auditing, financial management, or non-client-facing backgrounds. This is a sales-driven, client-facing role requiring proven advisory credentials.
Company Industry
Department / Functional Area
Keywords
- Senior Financial Advisor / Team Leader / Wealth Manager
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Client of Prestige IFA
Our client is one of the largest independent, award-winning financial services and insurance brokers in the Gulf region, with more than 20 years of established operations. With a strong and growing presence in Dubai, the firm operates a fully regulated platform supporting experienced advisors in building long-term, sustainable advisory businesses. Their client base reflects Dubai s diverse population, supported by a multicultural advisory team representing over 40 nationalities. Advisors operate from prestigious offices in Emaar Square, serving clients across all communities with comprehensive financial and insurance solutions.
https://www.ifa-jobs.com/job/senior-financial-advisor-dubai/
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