20 Financial Planning Specialist jobs in the United Arab Emirates

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.

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Dubai We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Dubai. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures. Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
- Industry leading qualifications such as CFP, CFA, or other relevant certifications

- Transferable client base and AUM
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance
- Conduct thorough financial assessments of clients' current financial situations and future goals
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
- Monitor clients' financial progress and adjust plans as necessary
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity. #J-18808-Ljbffr

Experienced Financial Advisor consultants wanted for high-earning, long-term opportunities in Dubai.

Our client is a global wealth management firm based in the United Arab Emirates looking for qualified financial advisors to concentrate on helping mostly UK and EU clients meet their goals.

As a client facing, sales and targets driven finance professional, you are expected to already have:

• At least three years working within a wealth management/financial advisory without any record of client dissatisfaction or regulatory sanctions
• A level 4 qualification or equivalent in financial services (Series 65 and AUM of at least $12 million in the USA)
• Proven track record in client relationship management and acquisition
• Self-motivated, dynamic personality with an ability to work independently
• A relevant degree for client counselling, like economics, financial planning, or investment analysis

• A competitive, rewards-based package consisting of a salary, full office and administration support and further career opportunities
• A typical first-year income between $50,000 and 300,000 with scope to earn more
• Dedicated training from qualified and experienced professionals

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Abu Dhabi or Dubai, UAE

We are representing an International leading Wealth Management firm in Abu Dhabi and Dubai UAE, looking for an experienced and qualified Independent Financial Advisor to join their team.

As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures. Requirements:

• A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
• Industry leading qualifications such as CFP, CFA, or other relevant certifications
• Transferable client base and AUM over 5 million AUM
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work independently and as part of a team

Responsibilities:

• Build and maintain relationships with clients, providing them with expert financial advice and guidance.
• Conduct thorough financial assessments of clients' current financial situations and future goals.
• Develop and implement personalised financial plans for clients, including investment, retirement, and tax planning strategies.
• Monitor clients' financial progress and adjust plans as necessary.
• Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients.

Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

(embed) Our client , a fast-growing wealth management and alternative investments brokerage, is seeking an ambitious International Financial Advisor to join their expanding team in Dubai and the wider MENA region .Founded in 2018, our new client has built a reputation for delivering exclusive wealth management opportunities to HNW and UHNW clients across the UAE, Gulf region, UK and Europe . With headquarters on the iconic QE2 in Dubai and an office in London’s financial district, the company provides its advisors with access to a broad portfolio of alternative investments rarely available through mainstream brokers. About the Company The company specialises in connecting clients directly with C-level executives and investment providers , bypassing traditional brokerage layers. Today, the firm serves more than 1,200 investors , many of whom are repeat clients, underscoring its credibility and results-driven approach.Core investment areas include:

• Gold Exploration – exclusive Canadian projects with billion-dollar valuations
• Biotech & Medtech Private Equity – late-stage opportunities with strong exit paths
• Real Estate Investment Trusts (REITs) – UK-based projects with high-profile board members
• Construction & Development – established UK-based firm with 30+ years of delivery
• Wealth Media – investments in film and television content production
• Crypto & Web3 – incubator fund based in UAE with liquidity expected in 12–24 months

• Manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Dubai and across the MENA region
• Present exclusive alternative investment opportunities and provide clear, informed financial advice
• Leverage your existing client bank to introduce prospects to the firm’s portfolio
• Build long-term client relationships with exceptional service and trust
• Work collaboratively with a dynamic international team of brokers, CFO, COO and investment partners

• 7–10 years’ experience in financial advisory, wealth management, or investment brokerage
• A strong client book with average investment ticket sizes of USD 30,000+
• Experience in alternative investments, private equity, or private markets
• Proven track record in business development and relationship management
• Based in the MENA region (Dubai preferred)
• Relevant professional financial advisory qualifications ( MiFID II or equivalent ) are advantageous

• Competitive commission structure with unlimited earning potential
• Potential basic salary depending on experience and track record
• Access to exclusive investment products not commonly available through other brokers
• The opportunity to join a boutique, high-growth wealth management company with global reach

International Financial Advisor (Australian Qualified) – Opportunity to inherit an Australian client bank

Location: Dubai, UAE

Forth Capital is expanding its team and looking for an individual to manage our Australian client bank. We're offering an exceptional opportunity for an Australian-qualified financial adviser based in Dubai to join a leading international wealth management firm - with the infrastructure, compliance, and investment expertise to take your career to the next level.

• You’re an Australian-qualified advisor already working in Dubai, but feel limited by poor lead flow, lack of proper international licensing, or weak admin support.
• You want to build and manage a truly international client portfolio, backed by a recognised global brand.
• You’re ambitious, independent, and entrepreneurial - but you want structure and support to scale your success.

Forth Capital is a globally regulated financial planning and wealth management firm, with offices across four continents. Our advisors are dual-qualified and provide cross-border financial advice to HNW expatriates in 53 countries.

• Winner - 'Excellence in Advisory Best Practice' at the 2024 Investment International Awards
• Shortlisted - 'International Business of the Year' at the 2025 British Business Awards
• Rated ‘Excellent’ on Trustpilot by our clients worldwide

• Opportunity to receive a sizeable Australian client bank
• Minimum of 3 qualified leads every week
• Pathway to Partnership
• Retirement Buyout Options
• Dedicated adviser assistants + full admin support
• In-house paraplanning, compliance, and tax advisory
• Licences in Australia, UK, EU (MiFID), US, Hong Kong, and Switzerland - Service clients wherever they are located
• Exclusive ETF portfolios – managed by Morningstar
• Relocation support for future international postings
• AI-driven CRM and client onboarding tools
• Uncapped earnings – real growth potential

• Build and deliver on a business plan aligned with personal and company goals
• Convert qualified leads into long-term clients with expert financial advice
• Deliver annual reviews and ensure full cross-border compliance
• Advise clients across investments, pensions, tax structuring, and estate planning
• Drive business development through referrals, partnerships, and professional networks
• Use our CRM and processes to maintain accurate, up-to-date records
• Manage and grow our Australian client bank

• Australian Financial Advice qualification - ASIC approved degree in financial planning or qualification via The Experience Pathway
• Level 4 UK (preferred)
• Chartered status (preferred) or working towards

• At least 5 years’ experience as an IFA, ideally with international exposure
• Confident advising across jurisdictions, especially AU–UAE corridors
• Proven track record managing significant assets under management (AUM)
• Business development mindset – confident with networking and referrals
• Strong understanding of cross-border pension/super, investments, and tax planning
• Professional, trustworthy, and client-first in every interaction
• Highly organised, with excellent knowledge of compliance requirements

If you’re a Dubai-based, Australian-qualified financial adviser ready to elevate your career on the international stage then Forth Capital is the platform you’ve been looking for.

Overview

The Demand Planning Specialist will support procurement operations by identifying, evaluating, and managing suppliers for food ingredients, raw materials, and packaging. This role plays a key part in ensuring quality, cost-efficiency, and timely delivery of materials essential for food production. The ideal candidate will possess a strong understanding of sourcing processes, supplier negotiations, and industry regulations specific to the food sector.

• Assist in the development and execution of sourcing strategies for assigned categories (e.g., ingredients, raw materials, packaging).
• Conduct supplier research, benchmarking, and qualifications to support sourcing initiatives.
• Request, evaluate, and compare quotes, proposals, and samples from vendors.
• Collaborate with Quality Assurance & Control teams, Operations, Chefs, and Regulatory teams to align sourcing strategies with product specifications, compliance requirements and market constraints.
• Maintain and update supplier databases and procurement records in ERP systems.
• Support contract negotiations and help ensure that contracts meet regulatory and business requirements.
• Monitor supplier performance and service levels, escalating issues as needed.
• Ensure compliance with food safety standards, ethical sourcing policies, and sustainability initiatives.
• Monitor supplier performance & relationship using KPIs and implement corrective actions where necessary.
• Drive cost reduction initiatives and value engineering projects without compromising quality and safety standards.
• Prepare and present regular reports on sourcing activities, savings, and market trends to higher management.
• Other duties: Regular attendance in conformance with the standards which may be established by the company from time to time is essential to the successful performance of this position.
• Due to the cyclical nature of the hospitality industry, employees may be required to work varying schedules to reflect the business needs of the organization.

• Bachelor’s degree in supply chain management, Business Administration, Food Science, or related field.
• Minimum 2-4 years of experience in strategic sourcing or procurement within the food industry and / or more generally within the FMCG sector.
• Familiarity with food safety regulations and standards (e.g., HACCP, FSMA, BRC).
• Strong analytical and organizational skills with attention to detail.
• Proficiency in Microsoft Office Suite and experience with ERP/procurement software (e.g., SAP, Oracle, NetSuite) and e-procurement tools.
• Ability to manage multiple priorities in a fast-paced environment.
• Language: Perfect English, additional language is a plus

• Excellent communication and negotiation skills.
• Ability to work collaboratively with cross-functional teams.
• Drive For Results
• Action oriented
• Motivating others

The hiring company is a large organisation in the Technology industry. Known for its innovative approach, the firm has established itself as a market leader in the tech, digital and AI sector, constantly pushing boundaries and setting new standards. They now have operations in the Middle East, North America and Europe.

• Oversee and manage all financial planning activities.
• Develop and implement strategic financial plans.
• Analyse financial data and prepare forecasts.
• Lead team in annual budgeting process.
• Ensure compliance with financial regulations and standards.
• Coordinate with senior management to align financial plans with business goals.
• Report on financial performance and make recommendations.
• Drive financial planning initiatives to support the company's growth.

• A strong educational background in Finance, Accounting or related fields.
• Must hold experience in operating in Europe and/or North America.
• Must hold string M&A experience
• Proven leadership skills and the ability to manage a team.
• Excellent analytical and strategic planning skills.
• Strong knowledge of financial regulations and standards.
• The ability to align financial plans with business objectives.
• Excellent communication and presentation skills.