327 Independent Financial Advisor jobs in the United Arab Emirates

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.

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 :

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.

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.

Board Advisors provide an excellent solution for ambitious businesses looking for growth,

profitability and stability.

Increasing numbers of senior level people are turning to a portfolio career, seeking to have

more control over their lives and freedom from life within a large corporate environment.

Expansion

Our aim is to continue increasing our market penetration throughout the world and

therefore, we seek ambitious individuals capable of growing with us as Master Licensees in different countries.

Our Business

We operate within the Scale-Up marketplace servicing companies that ideally have between

10 and 1000 staff and likely $2m - $100m turnover although we do mentor some smaller

businesses.

We work directly with the business owners as part of the Board team on a long-

term, on-going basis. We also work with VCs, PEs and Funds with their portfolio companies as well as family businesses. Typically, this takes the form of working within each business between 1-10 days a month.

Our approach is to provide the highest quality Board Advisor skill set, with a strong emphasis on strategic and commercial skills, and to pro-actively engage with business owners to deliver terrific value.

We are sector agnostic and provide Director-level expert skills in finance, marketing, sales, IT, HR and Managing. We also supply Non-Executive Directors, Chairs, Mentors and Coaches.

What are the benefits?

Here are some benefits of a Master License arrangement for a licensee of Boardroom Advisors :

• Reduced Risk : One of the primary benefits of a master license arrangement for a licensee is reduced risk. The licensee can leverage Boardroom Advisors' brand reputation, established systems and processes, and marketing support to enter a new market with confidence. This can significantly reduce the risk of failure and financial loss.
• Access to established systems and processes : Another benefit is access to established systems and processes. The licensee can benefit from Boardroom Advisors' proven business model, operational procedures, and best practices. This can help the licensee to avoid common mistakes and pitfalls and to operate more efficiently.
• Access to Intellectual Property : The licensee can gain access to Boardroom Advisors' intellectual property, including trademarks and proprietary technologies. This can give the licensee a competitive advantage in the market and enable the development of new products and services.
• Training and Support : The licensee can receive training and ongoing support from Boardroom Advisors in various areas such as product knowledge, marketing and sales, and customer service. This can help the licensee to develop their own business skills and to provide better service to their customers.
• Brand Recognition : The licensee can leverage Boardroom Advisors' established brand recognition to build their own brand in the market. This can help to attract new clients, Advisors and Regional Directors.
• Exclusive Territory : The licensee can operate exclusively within a specific territory or market segment. This can reduce competition and enable the licensee to establish themselves as the leading provider in that area.
• Reduced Investment : The licensee can benefit from reduced investment in research and development, marketing, and other areas as Boardroom Advisors may have already invested in these areas. This can help to lower costs and improve profitability.

Who joins Boardroom Advisors?

All our Advisors "have been there, seen it and done it". They are predominantly well

qualified, all have scaled businesses, been real life Managing Directors or CEOs in business, and all our Advisors get a real buzz out of our clients' success.

To join Boardroom Advisors, you will need to :

1. Share our values. We believe that successful businesses not only need outstanding commercial skills but require a strong and aligned culture in which to thrive. We are proud of our culture. Prospects, businesses owners, suppliers and our team tell us that we are refreshingly different. Our three core values "transparency, energy and teamwork" provide the foundation on which the culture is built. We seek individuals that are aligned with our culture and values.
2. Demonstrate that you have a strong empathy towards entrepreneurs in the Scale-Up marketplace as well as VCs, PEs and Fund portfolio companies as well as family businesses. And a strong desire to engage with entrepreneurs and investors to create a position as the "trusted advisor of choice". We require team members who can work with businesses over the long term with a laser focus on excellent customer service.
3. Have the ability to fund yourself outside of joining our team. We are non-exclusive, no cost and no obligation. It will take time to build your Regional Director and Advisor business base, this could take months before earnings start to flow.
4. Team energy. We require individuals who can put all their energies into being part of our team. A key aspect of this is business development, and you will be expected to actively participate in helping to generate new leads for you and your team.

What is the arrangement for Master Licensees?

Master Licensees have exclusive territorial rights to using the Boardroom Advisors brand, web site, case studies, business model, marketing systems, processes etc for a period of years. We provide initial induction, training and ongoing support starting with weekly meetings and phasing over to monthly Board Meetings over time where we provide strategic help and advice.

In exchange for helping to get the business up and running, we ask for a small initial commitment fee, a 10% royalty and a 10% shareholding in the licensee company. This ensures long-term commitment from the "parent" company in the success of the licensee.

How do you deliver your services to a business?

Following the initial meeting with a prospect business by a Regional Director,

Boardroom Advisors introduces the appropriate Advisor to the business owner and ascertains the objectives and anticipated outcomes.

Work is on an agreed package or number of days per month; or occasionally the delivery is an initial project with the opportunity to develop into a package or on-going days per month engagement.

For each business there is a lead Advisor and a Regional Director. This team approach helps foster a stronger B2B relationship and business loyalty.

What type of work does Boardroom Advisors undertake?

Our work covers all aspects of a Board Advisor role in a successful business. Our aim is to establish long-term involvement with a business, generating regular income streams, rather than work on projects. Engagements are extremely varied and dependent upon the business needs and the stage of development the company has reached. Some examples of work the client has as a "trigger" to dealing with us and we might undertake as part of the appointment as Advisor include :

• Performance review
• Funding analysis
• Outsourcing and supplier analysis
• Growth planning
• Staffing structure analysis

Board salary reviews

For more information contact Founder and CEO John Courtney and book an initial Zoom call at (emailprotected)

Board Advisors provide an excellent solution for ambitious businesses looking for growth,

profitability and stability.

Increasing numbers of senior level people are turning to a portfolio career, seeking to have

more control over their lives and freedom from life within a large corporate environment.

Expansion

Our aim is to continue increasing our market penetration throughout the world and

therefore, we seek ambitious individuals capable of growing with us as Master Licensees in different countries.

Our Business

We operate within the Scale-Up marketplace servicing companies that ideally have between

10 and 1000 staff and likely $2m - $100m turnover although we do mentor some smaller

businesses.

We work directly with the business owners as part of the Board team on a long-

term, on-going basis. We also work with VCs, PEs and Funds with their portfolio companies as well as family businesses. Typically, this takes the form of working within each business between 1-10 days a month.

Our approach is to provide the highest quality Board Advisor skill set, with a strong emphasis on strategic and commercial skills, and to pro-actively engage with business owners to deliver terrific value.

We are sector agnostic and provide Director-level expert skills in finance, marketing, sales, IT, HR and Managing. We also supply Non-Executive Directors, Chairs, Mentors and Coaches.

What are the benefits?

Here are some benefits of a Master License arrangement for a licensee of Boardroom Advisors :

• Reduced Risk : One of the primary benefits of a master license arrangement for a licensee is reduced risk. The licensee can leverage Boardroom Advisors’ brand reputation, established systems and processes, and marketing support to enter a new market with confidence. This can significantly reduce the risk of failure and financial loss.
• Access to established systems and processes : Another benefit is access to established systems and processes. The licensee can benefit from Boardroom Advisors’ proven business model, operational procedures, and best practices. This can help the licensee to avoid common mistakes and pitfalls and to operate more efficiently.
• Access to Intellectual Property : The licensee can gain access to Boardroom Advisors’ intellectual property, including trademarks and proprietary technologies. This can give the licensee a competitive advantage in the market and enable the development of new products and services.
• Training and Support : The licensee can receive training and ongoing support from Boardroom Advisors in various areas such as product knowledge, marketing and sales, and customer service. This can help the licensee to develop their own business skills and to provide better service to their customers.
• Brand Recognition : The licensee can leverage Boardroom Advisors’ established brand recognition to build their own brand in the market. This can help to attract new clients, Advisors and Regional Directors.
• Exclusive Territory : The licensee can operate exclusively within a specific territory or market segment. This can reduce competition and enable the licensee to establish themselves as the leading provider in that area.
• Reduced Investment : The licensee can benefit from reduced investment in research and development, marketing, and other areas as Boardroom Advisors may have already invested in these areas. This can help to lower costs and improve profitability.

Who joins Boardroom Advisors?

All our Advisors “have been there, seen it and done it”. They are predominantly well

qualified, all have scaled businesses, been real life Managing Directors or CEOs in business, and all our Advisors get a real buzz out of our clients’ success.

To join Boardroom Advisors, you will need to :

• Share our values. We believe that successful businesses not only need outstanding commercial skills but require a strong and aligned culture in which to thrive. We are proud of our culture. Prospects, businesses owners, suppliers and our team tell us that we are refreshingly different. Our three core values “transparency, energy and teamwork” provide the foundation on which the culture is built. We seek individuals that are aligned with our culture and values.
• Demonstrate that you have a strong empathy towards entrepreneurs in the Scale-Up marketplace as well as VCs, PEs and Fund portfolio companies as well as family businesses. And a strong desire to engage with entrepreneurs and investors to create a position as the “trusted advisor of choice”. We require team members who can work with businesses over the long term with a laser focus on excellent customer service.
• Have the ability to fund yourself outside of joining our team. We are non-exclusive, no cost and no obligation. It will take time to build your Regional Director and Advisor business base, this could take months before earnings start to flow.
• Team energy. We require individuals who can put all their energies into being part of our team. A key aspect of this is business development, and you will be expected to actively participate in helping to generate new leads for you and your team.

What is the arrangement for Master Licensees?

Master Licensees have exclusive territorial rights to using the Boardroom Advisors brand, web site, case studies, business model, marketing systems, processes etc for a period of years. We provide initial induction, training and ongoing support starting with weekly meetings and phasing over to monthly Board Meetings over time where we provide strategic help and advice.

In exchange for helping to get the business up and running, we ask for a small initial commitment fee, a 10% royalty and a 10% shareholding in the licensee company. This ensures long-term commitment from the “parent” company in the success of the licensee.

How do you deliver your services to a business?

Following the initial meeting with a prospect business by a Regional Director,

Boardroom Advisors introduces the appropriate Advisor to the business owner and ascertains the objectives and anticipated outcomes.

Work is on an agreed package or number of days per month; or occasionally the delivery is an initial project with the opportunity to develop into a package or on-going days per month engagement.

For each business there is a lead Advisor and a Regional Director. This team approach helps foster a stronger B2B relationship and business loyalty.

What type of work does Boardroom Advisors undertake?

Our work covers all aspects of a Board Advisor role in a successful business. Our aim is to establish long-term involvement with a business, generating regular income streams, rather than work on projects. Engagements are extremely varied and dependent upon the business needs and the stage of development the company has reached. Some examples of work the client has as a “trigger” to dealing with us and we might undertake as part of the appointment as Advisor include :

• Performance review
• Funding analysis
• Outsourcing and supplier analysis
• Growth planning
• Staffing structure analysis

Board salary reviews

For more information contact Founder and CEO John Courtney and book an initial Zoom call at (emailprotected)

Job Description

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

We are representing an International leading Wealth Management firm in 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
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work independently and as part of a team

Responsibilities :

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.

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

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As a leading independent digital private investment bank and asset management organization globally, our client provides top-tier, professional guidance to expatriate clients and investors worldwide.

With over 100,000 clients worldwide and more than $12 billion under advice and administration, they are industry leaders. Their portfolio includes ownership of esteemed companies like Workplace Solutions (WPS), the pension advisor for entities such as the BBC, Rolls Royce, London Stock Exchange, Total, and the UK Parliament.

Their track record includes numerous industry accolades, and their business model ensures vertical growth and horizontal expansion, maintaining their industry leadership.

They seek independent wealth management advisors, preferably with established client books, eager to offer international financial products, including savings, bonds, app-based investments, VC funds, and lump-sum options.

• A dynamic, award-winning environment fostering inclusion, learning, and collaboration.
• The opportunity to work with innovative products and technology.
• Continuous training and career development.
• A lucrative compensation structure across all products.
• Support in compliance, administration, CRM, and marketing.

Remote and hybrid options available for professionals seeking to expand their international product offerings across sectors like:

• International FinTech
• Financial Services
• Finance Sales & Business Development
• Structured Finance
• Pension Products

• Providing personalized financial planning support to clients.
• Nurturing client relationships with investment professionals.
• Creating accurate financial plans.
• Advising clients on medium to long-term financial solutions.

• At least 2 years of industry experience.
• Deep understanding of the investment landscape.
• Excellent interpersonal skills.
• Proficiency in English, both written and spoken.

Please note: This role is suitable for experienced and qualified IFAs or those eager to start a career in financial services and wealth management. It is not suitable for candidates from accounting, auditing, or financial management professions. This is a client-facing, sales-driven role requiring financial services sales aspirations.

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 :

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.