W1 Investment Group
Senior Financial Advisor Jobs in Dubai
W1 operate on a global basis with particular emphasis on Europe, The Middle East, The US and the UK.
W1 is ideally suited for experienced professionals looking to make a permanent and long term move to build their assets under management and provide a highly personalised but scalable proposition their clients. This is supported through our Managed Portfolio Service, in partnership with Marlborough, voted Best Small to Medium Investment Group in 2021 by FT Adviser.
Client will benefit from centralised monthly market updates, a weekly market update podcast as well as a host of additional central support.
Due to our wide regulatory reach, we can support candidates with a diverse geographical client bank and provide the back-office systems to effectively manage larger books of clients across all major offshore product providers.
Exceptional candidates will receive support with paraplanning and administration as well as a company sponsored internal buy out proposition to create a lump sum payment as and when they wish to take a step back.
Candidates will be exceptional communicators, with strong relationship building skills. They will also have the entrepreneurial spirit to source new lines of business through professional introducers etc.
Applicants will need to be qualified to a UK standard, or be well on the way to doing so, and have a proven track record of building a client bank.
Current UK based independent advisers will have opportunity to transfer their existing book to our UK office, continue to build their book while also being able to write business with expat clients through our offshore offices. No relocation is required although sunnier climes are popular.
Candidates will receive market leading support in growing their business in a highly reputable company.
Responsibilities
Building and managing a book of high-quality clients.
Operating with a high level of integrity focusing on client outcomes.
Completing required CPD to maintain licenses.
Qualifications
Qualified to UK standard.
A strong record of lump sum and pension business.
Able to provide 2x professional references.