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.

Responsibilities

• 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.

Requirements

• UK-qualified (or equivalent) ...