Dubai, UAE

About the Company

A leading Insurance Broker is currently looking for an experienced Senior Financial Planner to head their Financial Services department in Dubai.

About the Role

  • Has the ability to generate business and act as a Relationship Manager and achieve the Net Profit Growth for the Department.
  • Has to maintain good relationship, cultivate and manage objective working relationships with a variety of stakeholders and product providers (FSD) to maintain the Company’s contracts and business agreement.
  • Has the ability to build rapport and work with individuals and businesses, providing guidance in making budgetary, savings and investment decisions.
  • Has the knowledge to learn and study the client’s financial situation in developing realistic plans by taking clients view thoroughly and reviewing financial situations.
  • Understand complex legal and financial documents and are knowledgeable of financial laws and legal restrictions.
  • Manage the Quarterly Investment Portfolio meetings and changes.
  • Drive and Manage Client facing campaigns with an aim of at least 1 per quarter.
  • Provide Accurate and Reliable Sales Statistics.
  • Monitor, Control and Influence sales activities with specific aim to achieve previously determined sales targets and influence product mix and drive persistency.
  • Prepare Advisors for regulatory changes and equip them to be competent by attending all power of 3, investment advisor, investment forums and whatever comes to the region.
  • Portrays additional career ability in financial consulting, teaching and/or conducting workshops by providing support to internal Advisors and make sure their training is up to required level.
  • Deal with client complaints and advise on any Policy related queries and potential Orphan clients.
  • Explore methods of Recruitment to grow Sales Force – FP Advisors team by identifying the suitable candidates for direct business development Sales Advisors for (FP) and assist in the recruitment process.
  • Manage own Growth and Development to increase own competencies.
  • Act as the compliance officer for the Financial Planning Department.

About the Individual

  • Bachelor’s degree in Insurance, Business Administration or equivalent
  • Level 4 qualification in CII or CISI / Diploma in FP or equivalent / Chartered preferred.
  • Minimum 7 – 10 years of experience in a similar role
  • Ability to Building strong relationships with colleagues, partners and customers and work effectively
  • Strong negotiation and communication skills
  • Must have prior people management experience
  • Strong market & technical acumen and knowledge on DHA & HAAD guidelines


Salary commensurate based on Candidates’ experience


An excellent bonus scheme and other benefits

canva-photo-editor (7)

Karan Seernani

Recruitment Associate

  • SHARE: