About the Role
We are seeking an experienced and commercially minded Wealth Planning Director to join our growing Global Wealth Division in Dubai. In this role, you will be responsible for managing some of our most valuable and complex client relationships, delivering an exceptional client experience. As a trusted adviser, you will help clients achieve their long-term financial goals through bespoke planning strategies and ongoing advice. Alongside managing your own client portfolio, you will serve as a technical expert within the planning team, mentoring colleagues, supporting complex case discussions, and contributing to the continued development of our advice proposition.
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Location & Relocation
This opportunity is open to candidates already based in Dubai who hold the relevant qualifications and experience, as well as UK-based candidates looking to relocate.
For candidates relocating from the UK, we will sponsor and cover the cost of the required employment visa. However, all personal relocation costs, including flights, shipping, temporary accommodation, rental deposits, and any other moving-related expenses, will be the responsibility of the successful candidate and will not be funded. Candidates should be comfortable and financially able to facilitate their own relocation to Dubai while receiving support with visa sponsorship and employment onboarding.
Key Responsibilities
- Provide holistic financial planning advice across investments, retirement, protection, and tax planning.
- Manage and develop relationships with high-net-worth and complex clients.
- Create and implement tailored financial plans aligned to clients' objectives.
- Conduct regular client reviews and maintain comprehensive planning documentation.
- Monitor client portfolios and ensure ongoing suitability.
- Build and maintain strong relationships with key stakeholders, providers, and strategic partners.
- Ensure all client files and documentation remain compliant with regulatory and company standards.
- Support and mentor Wealth Planners and Senior Wealth Planners within the team.
- Act as a technical reference point for complex advice cases.
- Contribute to the continuous improvement of advice quality, client experience, and planning processes.
About You
We are interested in speaking with experienced advisers who combine exceptional technical expertise with a passion for building long-term client relationships.
Essential Requirements
- Chartered Financial Planner status or CISI Level 6 qualification (or equivalent).
- Minimum of five years' experience advising high-net-worth clients.
- Significant experience within a Private Wealth or Financial Adviser environment.
- Strong technical knowledge across financial planning disciplines.
- A genuine passion for coaching, mentoring, and developing others.
- Excellent communication, relationship management, and commercial skills.
Desirable Experience
- Experience advising internationally mobile or expatriate clients.
- Specialist qualifications in areas such as pensions, trusts, estate planning, or international tax.
- Degree-level education.
Benefits and Culture
At the company, you'll be part of a business that combines entrepreneurial spirit with the backing of a growing global wealth management organization. You will work alongside talented professionals, advise sophisticated clients, and have opportunities to influence the future direction of our wealth planning proposition. We offer a collaborative culture, ongoing professional development, and the chance to build a truly rewarding career in an international environment.
Our employees are talented individuals distinguished by excellence. We value:
- Creativity – Recognizing the need for new ways of thinking, learning, and doing to improve productivity and stay ahead of competitors.
- Commitment – A willingness to invest time, effort, and energy into driving change in the organization and going the extra mile.
- Collaboration – Teamwork between ourselves and with partners to generate innovative, efficient, and effective solutions, creating a greater sense of achievement.
We are firmly committed to fostering an inclusive and equitable environment for everyone who works with us, promoting diversity for the best possible outcomes for clients and team members. We strive to provide equal opportunities in all aspects of the workplace, including recruitment, career advancement, and training and development.
