Job title: Senior Financial Planner
Company: Parker Connect
Job description: 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 growthMin Experience:3 YearsSalary :AED 10000Temp/Perm::PermanentLocation :DubaiPosted Date:May 6, 2025
Expected salary: 10000 per month
Location: Dubai
Job date: Thu, 08 May 2025 03:40:18 GMT
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Senior Financial Planner
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