Senior Financial Planner

Key Responsibilities

Financial Planning for Individuals:

• Create tailored financial strategies that align with clients life goals, risk appetite, and investment timelines.

Corporate Gratuity Advisory:

• Collaborate with corporate clients to develop and manage effective, compliant gratuity schemes.

Compliance & Regulation:

• Operate fully within DFSA regulations. Keep up to date with industry and regulatory developments.

Client Engagement:

• Build long-term relationships with clients. Regularly review and adapt financial plans as client needs evolve.

Market Monitoring:

Stay informed on market trends and developments. Deliver timely and insightful recommendations to clients.

Business Development:

• Drive revenue through a mix of new client acquisition and retention of existing clients, aligned with activity targets.

Ongoing Learning:

• Complete a minimum of 30 CPD hours annually to remain informed and certified.

Requirements

• Bachelor's degree in Finance, Business, or a related discipline

• Professional certifications such as CFP (or equivalent) are a plus

• Minimum 3–5 years of experience in wealth management or financial planning

• Experience in a regulated jurisdiction, preferably DIFC and under DFSA

• Strong knowledge of investment strategies and gratuity planning

• Excellent relationship-building and communication skills

• Self-driven, ethical, and committed to personal growth

Requirements:

• 4–8 years of experience in general/commercial insurance brokerage

• Strong exposure to corporate clients, underwriting processes, and risk profiling

• Hands-on experience with a range of products (e.g. Property, Liability, Marine, D&O, Cyber)