Position: Senior Financial Planner
Location: DIFC, Dubai
Industry: Financial Services | Wealth Management
Salary: AED 10,000/month + Uncapped Commission
Employment Type: Full-Time, Monday to Friday
Regulatory Body: DFSA

About the Role:

A DFSA-regulated financial services firm located in the Dubai International Financial Centre (DIFC) is seeking a Senior Financial Planner to join its advisory team. This is a client-facing role focused on delivering bespoke financial solutions to high-net-worth individuals and corporate clients, with significant earning potential through uncapped commissions.

Key Responsibilities:

1. Individual Financial Planning:

• Develop personalized financial strategies that align with client goals, risk profiles, and timelines.

• Provide end-to-end advisory on investments, savings, retirement, and insurance planning.

2. Corporate Gratuity Advisory:

• Advise corporate clients on gratuity fund structuring, funding strategies, and regulatory compliance.

• Collaborate with HR and finance departments to implement sustainable schemes.

3. Regulatory Compliance:

• Operate within DFSA regulations and ensure strict adherence to compliance protocols.

• Stay current with changes in financial and insurance regulation frameworks.

4. Client Relationship Management:

• Cultivate long-term relationships with individual and institutional clients.

• Conduct periodic reviews to refine financial plans based on evolving needs.

5. Market Insight & Portfolio Strategy:

• Monitor economic and market trends to deliver timely investment recommendations.

• Support clients with portfolio adjustments based on market intelligence.

6. Business Development:

• Drive new client acquisition while maintaining and expanding existing relationships.

• Meet and exceed activity-based revenue targets.

7. Continuing Professional Development (CPD):

• Complete a minimum of 30 CPD hours annually to maintain certifications and regulatory standing.

Candidate Profile:

Education & Certifications:

• Bachelor’s degree in Finance, Business, or a related field

• Professional certifications such as CFP, CFA, or equivalent preferred

Experience:

• 3–5 years of experience in financial planning, wealth management, or investment advisory

• Exposure to a regulated jurisdiction such as DIFC under DFSA is strongly preferred

• Strong background in investment planning, gratuity schemes, and portfolio management

Key Skills:

• Exceptional client engagement and interpersonal skills

• Sound knowledge of insurance products, risk profiling, and financial instruments

• Ethical, self-driven, and committed to ongoing learning and growth

About the Company:

PARKER CONNECT is one of the UAE’s leading management consultancies, renowned for delivering tailored executive search and HR solutions. Based in Dubai, the firm has built a trusted portfolio of clients across multinational corporations and regional enterprises, offering deep market expertise and a commitment to excellence in talent acquisition.