Financial Planner

Indigo Financial Analysis & Consultancy LLC

We’re hiring!��We are seeking a driven and experienced Financial Planner to join our financial consultancy team who can present our investment offerings to prospective clients across the Middle East.��Roles & Responsibilities: �����������������Representing Indigo Financial Analysis and Consultancy�����������������Financial Planning Analysis�����������������Scheduling and attending client meetings to provide financial planning and investment consultancy.�����������������Pursuing new client relationships. ���������������Lead and manage a Business Development Manager / Para-planner. ���������������Lending your strengths towards achieving the shared business vision in collaboration with the existing team.����MARKET LEADING SUPPORT FOR ADVISERS INCLUDING:�����������������In-house legal department���������������In-house DIFC will entry���������������In-house pension technical���������������C.F.A. support to consultants���������������Well-developed Business Development team���������������Market-leading rates��REQUIREMENTS: �����������������Minimum 5 years��� experience as a Financial Planner within wealth management/financial advisory ��� no record of client dissatisfaction or regulatory sanctions ���������������Has achieved UK Level 4 qualification in Financial Services (CISI, CII, LIBF) or equivalent���������������Competency in estate planning and trusts is an advantage���������������Proven track record in client relationship management and acquisition ���������������Self-motivated, dynamic personality with an ability to work independently ��With this role, the opportunities are endless as we are a leading and expanding financial advisory business.��If you are interested in furthering your financial services career in UAE/GCC, please apply today enclosing your CV.

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