Senior Associate – Wealth Advice

Job Title: Senior Associate – Wealth Advice
Company: [Client Name]
Location: Dubai, United Arab Emirates
Employment Type: FULL_TIME

Summary:
Join a pioneering Middle Eastern fiduciary firm committed to transforming financial services through client-first, values-driven advice. This role offers UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) a unique opportunity to deliver high-impact, life-led financial planning for high-net-worth individuals, families, and business owners. Remote work options are available for qualified candidates from the UK, Europe, or global financial hubs.

About the Company:
Our client is the Middle East’s only certified fiduciary, CII Chartered, fee-only firm. Their mission is to revolutionize the financial experience for clients, delivering value, safety, and genuine care. They champion life-led financial planning, systematic investment, and a human-centric approach, helping clients articulate meaningful goals and achieve them in line with their values.

Role Overview:
As a Senior Associate in the Wealth Advice team, you will support an existing client base, manage planning meetings, deliver progress updates, and contribute to shaping the client experience. This is a hands-on role requiring a proactive mindset, adaptability, and alignment with the firm’s fiduciary mission.

Key Responsibilities:

• Deliver independent financial planning advice to high-net-worth clients.

• Build and maintain strong, long-term client relationships.

• Delegate tasks and provide support to team members.

• Promote a planning-led and systematic investment approach.

• Contribute to the strategic planning and direction of the team.

• Enhance client trust by consistently delivering outstanding service.

• Respond promptly to client inquiries and requests.

Required Skills & Experience:

• 5+ years of experience in financial advisory.

• Strong commitment to acting in clients’ best interests.

• Proven relationship management and client development skills.

• Ability to simplify complex investment concepts for clients.

• Team-oriented with a collaborative mindset.

• Self-motivated with the ability to work independently.

• Upper Second B.A. or B.Sc. degree preferred.

• Unique personal strengths or exceptional skills that differentiate you.

• Comfortable thriving in a candid, challenging, and supportive environment.

• Role-model high standards and pursue excellence in all tasks.

Soft Skills:

• Positive, growth-focused mindset.

• Excellent communication and interpersonal skills.

• Ability to inspire collaboration and efficiency across teams.

• Strong problem-solving and decision-making aptitude.

Benefits & Culture:

• Opportunity to work in a purpose-driven, mission-focused organization.

• Personal and professional growth through a rapidly expanding business.

• Culture of excellence, collaboration, and client-centered innovation.

• Chance to make a meaningful impact on clients and the wider community.

• Recognition and development of individual talents and unique strengths.

This role is ideal for advisors passionate about redefining financial services, committed to fiduciary principles, and eager to contribute to a transformational, high-value client experience in the Middle East.