About the Company 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

There are no expectations to generate new business. Performance is measured on client retention, satisfaction, and quality of advice. Requirements

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

Compensation & Benefits Financial & Core Benefits:

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

Lifestyle & Wellbeing

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

Learning & Development

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

Additional Benefits

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

Culture & Values Client > Organisation > Self

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

Additional Information

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. #J-18808-Ljbffr