UK Financial Advisors: This international opportunity is specifically designed for UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) looking to relocate and build a global client base.
Company Overview
Our client is a boutique wealth management firm headquartered in the United Arab Emirates, regulated by the Emirates Securities & Commodities Authority (ESCA). They pride themselves on a team of certified, experienced advisors, delivering high standards of service across highly regulated financial markets.
With a global reach, they are expanding their offices in Dubai, Abu Dhabi, the USA, and the UK, offering opportunities for advisers to manage international client relationships and cross-border portfolios.
Locations & Opportunities
• Dubai: Rapidly expanding office seeking experienced advisors
• Abu Dhabi: Established team with growth opportunities
• USA: Advisors ideally with Series 65 qualification and £10M+ AUM
• UK: Advisors with UK business books, targeting pension transfers, with the option to leverage EU passporting rights
Role Overview
As a Financial Planning Consultant, you will be a key contributor to the firm’s vision, focusing on financial planning, client relationship development, and business growth. You will work closely with clients to understand their goals, create tailored strategies, and help manage their wealth effectively.
Key Responsibilities
• Represent the firm’s Financial Consultant Team professionally
• Conduct financial planning analyses and prepare strategies for clients
• Schedule and attend client meetings, capturing both short- and long-term needs
• Pursue new client relationships and expand AUM
• Lead and manage a Business Development Manager / Paraplanner
• Collaborate with internal teams to achieve shared business goals
Advantageous Skills
• Undergraduate degree in economics, financial planning, investment analysis, or related fields
• Level 4 qualification in financial services (Wealth Management, Financial Planning, or Insurance)
• Experience in leading or working within a sales team
Job Requirements
• Minimum 3 years’ client-facing experience in wealth management or financial advisory
• Clean regulatory record with no client dissatisfaction or sanctions
• Proven track record in client relationship management and acquisition
• Self-motivated, dynamic, and able to work independently
Benefits & Compensation
• Highly competitive, rewards-based package: salary plus performance-based incentives
• Office and administration support, ongoing training, and career development
• Typical first-year income: $150,000+ (many earn over $300,000)
• Dedicated training from experienced, qualified professionals
• Strong emphasis on valuing and rewarding a good existing book of business
This is a performance-driven, client-facing role, ideal for financial advisors seeking to grow their practice internationally while delivering tailored wealth management solutions.
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