268 Certified Financial Planner jobs in the United Arab Emirates

Job Title: Financial Advisor – Emirati Local only

Company: AMAFH Commercial Brokers (Part of ALIYAS Group)

Location: Dubai

Employment Type: Full-time

About Us

AMAFH Commercial Brokers is one of the 26 companies operating under the ALIYAS Group, a diversified conglomerate with a strong presence across multiple industries. At AMAFH, we specialize in providing tailored financial solutions to individuals and businesses, with a strong focus on personal loan advisory services. Our trusted partnerships with leading banks and financial institutions enable us to deliver reliable and customer-centric financial products.

Job Description

We are looking for a dynamic and client-oriented Financial Advisor (Personal Loans) to join our expanding team. In this role, you will help clients assess their financial needs and secure the best personal loan options available in the market.

Key Responsibilities

• Identify, prospect, and build relationships with potential clients.
• Advise clients on suitable personal loan products and eligibility criteria.
• Assist clients with documentation and application processes.
• Liaise with banks and lending partners to ensure smooth loan processing.
• Meet and exceed monthly sales and business targets.
• Keep up-to-date with financial market trends, products, and policies.

Requirements

• Strong interpersonal and communication skills.
• Ability to work independently and achieve sales targets.
• Bachelor's degree in Finance, Business, or related field (preferred).

What We Offer

• Competitive salary package with performance-based incentives.
• Training, guidance, and career development opportunities.
• Exposure within one of the UAE's leading business groups (ALIYAS Group).
• A supportive and professional work culture.

Whatsapp me your CV on Only Emirati Locals)

Job Type: Full-time

Pay: AED5, AED7,000.00 per month

Job Title:
Financial Advisor

Location:
Dubai, United Arab Emirates

Experience Level:
3-4 Years

Mandatory Requirement:
Candidates Applying for this role are required to have an active clientele.

Job Overview:

We are seeking a motivated and experienced Financial Advisor with 3-4 years of experience to join our team. The ideal candidate will provide clients with comprehensive financial advice and planning services, helping them achieve their financial goals and secure their financial futures. The Financial Advisor will work closely with clients to understand their financial needs and develop personalized strategies that cover investments, insurance, etc.

Key Responsibilities:

Client Relationship Management:

• Establish and maintain long-term relationships with clients by providing personalized financial advice.
• Conduct in-depth assessments of clients' financial situations, including income, expenses, liabilities, and risk tolerance.

Financial Planning and Strategy:

• Offer guidance on investment strategies, including asset allocation, portfolio management, and risk mitigation.
• Regularly review and update financial plans to reflect changes in the client's life or market conditions.

Investment and Product Knowledge:

• Educate clients on a range of financial products that we provide.
• Recommend appropriate investment products based on clients' goals.

Client Acquisition and Business Development:

• Actively prospect for new clients through networking, referrals, and personal outreach.
• Maintain and grow a client base by providing excellent service and developing trust-based relationships.
• Continuously seek opportunities to cross-sell additional financial products and services.

Regulatory Compliance and Risk Management:

• Ensure all advice and product recommendations comply with industry regulations and company policies.
• Keep up to date with changes in financial laws and regulations to maintain compliance.
• Maintain accurate client records, including financial plans, recommendations, and ongoing communication.

Qualifications and Skills:

• Bachelor's degree in Finance, Business, or a related field.
• 3-4 years of experience
  as a Financial Advisor or in financial planning, investment advisory, or wealth management.
• Professional certifications such as
  Certified Financial Planner (CFP)
  ,
  Chartered Financial Analyst (CFA)
  ,
  Chartered Financial Consultant (ChFC)
  are preferred.
• Strong knowledge of financial products & investment strategies.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, concise manner.
• Proven ability to develop and implement personalized financial plans.

Mandatory Requirement: Candidates applying for this role are required to have an active clientele.

We are seeking a motivated and experienced Financial Advisor with 3-4 years of experience to join our team. The ideal candidate will provide clients with comprehensive financial advice and planning services, helping them achieve their financial goals and secure their financial futures. The Financial Advisor will work closely with clients to understand their financial needs and develop personalized strategies that cover investments, insurance, etc.

• Client Relationship Management: Establish and maintain long-term relationships with clients by providing personalized financial advice.
• Client Assessment: Conduct in-depth assessments of clients' financial situations, including income, expenses, liabilities, and risk tolerance.
• Financial Planning and Strategy: Offer guidance on investment strategies, including asset allocation, portfolio management, and risk mitigation.
• Regularly review and update financial plans to reflect changes in the client's life or market conditions.
• Investment and Product Knowledge: Educate clients on a range of financial products that we provide.
• Recommend appropriate investment products based on clients' goals.
• Client Acquisition and Business Development: Actively prospect for new clients through networking, referrals, and personal outreach.
• Maintain and grow a client base by providing excellent service and developing trust-based relationships.
• Continuously seek opportunities to cross-sell additional financial products and services.
• Regulatory Compliance and Risk Management: Ensure all advice and product recommendations comply with industry regulations and company policies.
• Keep up to date with changes in financial laws and regulations to maintain compliance.
• Maintain accurate client records, including financial plans, recommendations, and ongoing communication.
Qualifications and Skills
• Bachelor's degree in Finance, Business, or a related field.
• 3-4 years of experience as a Financial Advisor or in financial planning, investment advisory, or wealth management.
• Professional certifications such as Certified Financial Planner (CFP) , Chartered Financial Analyst (CFA) , Chartered Financial Consultant (ChFC) are preferred.
• Strong knowledge of financial products & investment strategies.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, concise manner.
• Proven ability to develop and implement personalized financial plans.
Seniority level
• Associate
Employment type
• Full-time
Job function
• Finance and Sales
Industries
• Financial Services and Investment Management
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Prestige IFA Jobs is proud to partner with a distinguished Dubai-based wealth management firm that applies the disciplined, strategic mindset of elite sports to the world of finance. Our client is built on a powerful foundation of fiduciary duty, transparency, and a holistic approach encapsulated in their core philosophy of ‘Wealth, Wellness, and Legacy’ .

This firm provides a superior advisory experience by offering comprehensive, bespoke solutions across all facets of wealth management. Their services include Investment Management through tailored portfolio strategies, sophisticated Retirement & Financial Planning , Estate & Legacy Planning to ensure wealth endures, and specialized Risk Management solutions to protect clients' assets. They are particularly adept at navigating the complex financial challenges faced by expatriates, professional athletes, and ultra-high-net-worth families .

The Opportunity:

We are seeking exceptional, qualified Independent Financial Advisors to join this dynamic team. This role is ideal for a proactive individual who thrives in a high-performance culture and understands the nuances of serving ultra-affluent and often high-profile clients.

The successful candidate will have the opportunity to:

• Develop and manage a prestigious client portfolio, providing expert guidance across the full spectrum of wealth management services.

• Craft and implement bespoke Retirement & Financial Plans and Estate & Legacy Strategies that align with the complex, international lives of clients.

• Design and manage personalized Investment Portfolios based on a deep understanding of client goals and risk profiles.

• Utilize the firm’s advanced technological platform to deliver an exceptional, modern client experience.

• Work within a culture that values the discipline and strategic acumen often found in those with a background in professional sports.

Ideal Candidate Profile:

• Holds relevant UK financial advisory qualifications (e.g., CII, CISI, level 4 or equivalent)

• Ideally have a transferrable book of business of at least U$2million

• Proven track record as a successful Financial Advisor, ideally within the HNWI/UHNWI space.

• Exceptional client relationship management and new business development skills.

• A deep understanding of holistic financial planning and investment products.

• While not at all essential, a background in professional sports is highly regarded, as it aligns with one of the firm's core ethos and client base. The discipline, strategic planning, and performance-driven mindset are key attributes.

Benefits:

Our client offers a highly competitive remuneration package, including an attractive commission structure and support for business development. You will be joining a firm with a stellar reputation, a strong brand, and a collaborative, high-achieving environment.

Looking for an exciting new opportunity as a Financial Advisor in Dubai? Our client, a global wealth management firm based in the United Arab Emirates, is seeking experienced consultants to provide unbiased financial advice to their clients and help them achieve their financial goals.

As a Financial Advisor, you will prospect for potential clients, understand their financial requirements, recommend suitable financial products, and build long-term relationships with them. The ideal candidate should possess a self-driven, persistent personality and a passion for making a meaningful impact on clients’ lives.

The successful candidate must have a minimum of three years of experience in wealth management or financial advisory without any record of client dissatisfaction or regulatory sanctions. Additionally, they should hold a level 4 qualification or equivalent in financial services. They should have passed the Series 65 examination in the US and managed assets under management (AUM) of at least $12 million.

Candidates should have a proven track record in client relationship management and acquisition and a self-motivated, dynamic personality with the ability to work independently. A relevant degree in client counselling, such as economics, financial planning, or investment analysis, would also be beneficial.

The role offers a competitive, rewards-based package, including a salary, full office and administration support, and further career opportunities. With scope to earn more, typical first-year earnings range from $50,000 to 300,000. Successful applicants will receive dedicated training from qualified and experienced professionals to ensure they reach their full potential.

If you are passionate about helping clients achieve their financial goals, please apply now to take the first step in your exciting new career as a Financial Advisor in Dubai.

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.

We are looking for Experienced Corporate Solutions/Institutional Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.

Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.

Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients.

As a Corporate/Institutional Wealth Manager you must have your own client book across the GCC regions together with a proven track-record of advising and helping companies with their financial planning; with products including, but not limited to, group medical insurance; group savings plans and professional indemnity liability insurance.

deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client's wealth, taking a healthy interest in the well-being of your client's finances.

You will preferably have your own existing client book that you would also bring across with you, together with building and growing solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of their company.

Skills Required

• A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
• Service focused with strong numerical and analytical skills with close attention to detail.
• UK level 4 advisory qualified or aspire to achieve this.
• Previous experience in managing high net worth clients is desirable but not essential.
• An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
• A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
• Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
• A proven financial sales track record.
• Have ambition, hunger for success and be driven by targets.

Company Benefits

• Opportunity for further chartered qualifications relevant to the industry.
• Multitude of career opportunities and progression.
• Opportunity to transfer to different locations.
• Competitive commission bonus based on a transparent structure.
• Individual and team training that supports your development.
• Client and employee events.

This role is for Corporate Solutions and Institutional Advisory Professionals and you must have your own existing client book to apply for this role.

Role Description

We are seeking an ambitious and motivated 
Financial Advisor

to join our growing team in Dubai. This is a unique opportunity to build and grow your own book of clients in one of the world's most dynamic financial markets.

Key Responsibilities

• Develop and maintain strong client relationships through networking and company-generated leads.
• Provide tailored financial advice to high-net-worth and expatriate clients.
• Deliver on sales targets with professionalism and integrity.
• Build a sustainable client portfolio with long-term financial planning solutions.

Requirements

• RDR Level 4 qualification
   (or equivalent) preferred.
• 2–3 years' proven experience as a Financial Advisor.
• Demonstrated track record of achieving and exceeding sales targets.
• Strong networking and relationship-building skills.
• Self-motivated, ambitious, and adaptable to a fast-paced environment.

Package & Benefits

• Competitive base salary.
• Housing and car allowance.
• Attractive commission and performance bonuses.
• First-year on-target earnings in the range of 
  £45,000 to £85,000
  , depending on experience and performance.
• Clear career progression in a growing international financial advisory firm.

Location:
 Dubai, UAE

• If you're a driven professional looking for the next step in your financial advisory career, we'd love to hear from you.

Job Title:

Independent Financial Advisor

Company:

Venley Capital

Location:

Remote

About Us:

Venley Capital is a boutique investment firm focused on sourcing and structuring high-quality alternative investment opportunities across venture capital and private credit. Our investor base includes HNWIs, family offices, and institutional investors globally. We pride ourselves on integrity, transparency, and performance.

The Role:

We are seeking a highly driven and well-connected

Independent Financial Advisor

to join our growing team. This is a remote position, offering flexibility and autonomy, ideal for professionals with an existing client network and a passion for alternative investments.

Responsibilities:

• Actively raise capital from your own network of investors for VC and private credit opportunities
• Maintain and develop long-term relationships with clients, providing tailored investment insights and support
• Present and pitch structured investment offerings with clarity and confidence
• Stay up-to-date with market trends in private markets and identify new investor opportunities
• Collaborate with Venley's leadership team on product positioning and deal structuring

Requirements:

• Proven track record in investment advisory, private wealth, or capital raising
• A strong personal book of clients/investors with appetite for venture and/or private credit
• Excellent communication and presentation skills
• Self-motivated, entrepreneurial mindset with a genuine interest in private markets
• Ability to work independently and manage multiple investor conversations simultaneously

What We Offer:

• Access to high-quality, vetted investment opportunities
• Generous commission structure and performance-based incentives
• Complete remote flexibility and support from an experienced team
• A collaborative and ambitious culture with room to grow

Prestige IFA Jobs is proud to partner with a distinguished Dubai-based wealth management firm that applies the disciplined, strategic mindset of elite sports to the world of finance. Our client is built on a powerful foundation of
fiduciary duty, transparency, and a holistic approach
encapsulated in their core philosophy of
'Wealth, Wellness, and Legacy'
.

This firm provides a superior advisory experience by offering comprehensive, bespoke solutions across all facets of wealth management. Their services include
Investment Management
through tailored portfolio strategies, sophisticated
Retirement & Financial Planning
,
Estate & Legacy Planning
to ensure wealth endures, and specialized
Risk Management
solutions to protect clients' assets. They are particularly adept at navigating the complex financial challenges faced by
expatriates, professional athletes, and ultra-high-net-worth families
.

The Opportunity
We are seeking exceptional, qualified Independent Financial Advisors to join this dynamic team. This role is ideal for a proactive individual who thrives in a high-performance culture and understands the nuances of serving ultra-affluent and often high-profile clients.

The Successful Candidate Will Have The Opportunity To

• Develop and manage a prestigious client portfolio, providing expert guidance across the full spectrum of wealth management services.
• Craft and implement bespoke Retirement & Financial Plans and Estate & Legacy Strategies that align with the complex, international lives of clients.
• Design and manage personalized Investment Portfolios based on a deep understanding of client goals and risk profiles.
• Utilize the firm's advanced technological platform to deliver an exceptional, modern client experience.
• Work within a culture that values the discipline and strategic acumen often found in those with a background in professional sports.

Ideal Candidate Profile

• Holds relevant UK financial advisory qualifications (e.g., CII, CISI, level 4 or equivalent)
• Ideally have a transferrable book of business of at least U$2million
• Proven track record as a successful Financial Advisor, ideally within the HNWI/UHNWI space.
• Exceptional client relationship management and new business development skills.
• A deep understanding of holistic financial planning and investment products.
• While not at all essential, a background in professional sports is highly regarded, as it aligns with one of the firm's core ethos and client base. The discipline, strategic planning, and performance-driven mindset are key attributes.

Benefits
Our client offers a highly competitive remuneration package, including an attractive commission structure and support for business development. You will be joining a firm with a stellar reputation, a strong brand, and a collaborative, high-achieving environment.

Please note:
This position would typically suit experienced and qualified IFA candidates, and qualified UK based advisors keen on embarking on a career in financial services and wealth management in Dubai. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services qualifications and and growth aspirations.

Tagged as: advisor, Chartered Advisor, CII, CISI, DipFA, DipPFS, Dubai, Finance Jobs, FInancial Adviser Careers, IFA Career, IFA Consultant, Independent Financial Advisor, International Financial Advisor, International IFA, International IFA Jobs, International Wealth Manager, Offshore IFA, UAE, UK Financial Advisors, United Arab Emirates, Wealth Management Advisor, Wealth Manager