Financial Planner – Job Description:

Reports to:

The Financial Planner will report to Frank Hutchinson, CEO of Alpha.

Overview

Alpha is headquartered in Media City, Dubai. We pride ourselves on the enhanced service we provide our clients, the ethics and values that we continually demonstrate and the streamline processes that we have adopted making our business lean. We are now in an exciting growth phase and are seeking to expand our already successful advisory team. If you are looking for a sustainable and rewarding business model and want to make a difference in your clients lives and financial wellbeing, then we want to hear from you.

By joining us you will

  • Work for a brand you can be proud of
  • Receive above average commissions / fees due to a transparent fee structure
  • Be supported up to PA level with a dedicated administration team
  • Be provided with individual and team training that supports your development
  • Have long term career stability with a buy-out agreement built into your contract
  • Have access to an in-house Analyst to provide you active analysis and portfolio management
  • Be part of a friendly, supportive team that go the extra mile
  • Participate in organised client events

Who we’re looking for:

  • An ethical, trustworthy, financially sound, professional team player that has a natural instinct to deliver top quality service
  • An experienced IFA with active client bank
  • Industry qualified with aspirations to achieve a minimum of level 4 within 12 months
  • Excellent communication and organizational skills

Send your CV to [email protected]

Alpha is fully licensed and regulated through Seven Insurance Brokers LLC by the United Arab Emirates (UAE) Insurance Authority (IA) registration number 248, Dubai Economic Department Commercial license number 730646 | Copyright © 2023 Alpha