Senior Financial Advisor / Team Leader / Wealth Manager

Client of Prestige IFA

Posted 30+ days ago

Experience

2 - 3 Years

Education

Any Graduation

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.

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.

Read More

https://www.ifa-jobs.com/job/senior-financial-advisor-dubai/

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