Senior Financial Planner

Job Title: Senior Financial Planner
Company: Abacus Financial Consultants LLC
Website: https://abacus.ae
Location: Dubai, UAE
Compensation Package: Base Salary, Performance Bonus, and Comprehensive Benefits
Are you an experienced Senior Financial Planner with a proven track record in the industry? Abacus Financial Consultants is seeking individuals who are passionate about financial planning, client-centric, and ethical in their approach. If you have a in the region of 5-7 years of local experience, qualifications from your home country, a substantial book of fee-based Funds Under Management exceeding $30 million, and you meet our criteria, we want to hear from you!
About Us
At Abacus Financial Consultants we take pride in providing top-notch financial planning services to our clients. We understand that financial planning is not just a job but a calling, and we are committed to building lifelong relationships with our clients. Our team values ethical practices, teamwork, and excellence in communication skills, both written and spoken.
Key Qualifications

• 5-7 Years Local Experience: We are looking for candidates who have a strong understanding of the local financial landscape and can leverage their expertise to provide tailored financial solutions.
• Qualifications from Your Home Country: Demonstrated qualifications from your home country are required to ensure you have a strong foundation in financial planning.
• Book of Fee-Based FUM Circa $30 million: You should have a substantial book of fee-based transferableFunds Under Management, demonstrating your success in managing clients assets.
• Client-Focused and Ethical: Our ideal candidate is committed to putting clients interests first and adheres to the highest ethical standards.
• Instinctive Team Player: Collaboration is key at Abacus Financial Consultants, and we are looking for team players who can work seamlessly with colleagues.
• Excellent Written and Spoken English: Strong communication skills are essential to effectively engage with clients and colleagues.
• References Will Be Requested: We will require references to validate your professional background and reputation.
  

Responsibilities

• Perform thorough financial assessments and develop personalized financial strategies for clients.
• Provide expert guidance on investment tactics, retirement preparation, tax optimization, and estate planning.
• Cultivate enduring and robust client relationships by comprehending their individual financial objectives and dreams.

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• Stay current with market trends, financial regulations, and investment prospects to deliver the most effective advice.
• Work closely with a dynamic group of financial experts to deliver exceptional service.
  

Benefits

• Competitive compensation packages based on your extensive experience and substantial contribution to the company.
• Work permits, visa assistance, and medical insurance provided.
• Opportunity to work with a well-established and reputable financial services company.
• Collaborative and supportive team environment.
  

Summary
If you are a seasoned Senior Financial Planner with a strong commitment to helping clients achieve their financial goals and aspire to make a significant impact in the industry, we invite you to apply.
To be considered for this position, please submit your resume clearly outlining your qualifications, experience, key responsibilities, and a summary of your transferable Fund Under Management.
Abacus Financial Consultants is an equal opportunity employer and welcomes candidates from diverse backgrounds to apply.
Join us at Abacus Financial Consultants and be part of a team that is committed to helping clients achieve their financial dreams. Your extensive expertise and dedication will make a profound difference in the lives of our clients and in your long-term career. Apply today!