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Financial Adviser/Financial Planner to Australian Expats – Dubai, UAE

Financial Adviser/Financial Planner to Australian Expats – Dubai, UAE

Atlas Wealth Management

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JOB OVERVIEW

We are seeking expressions of interest from financial advisers and planners who would be interested in relocating to Dubai, UAE in the next 6-9 months and taking their advising skills to the next level.

As a self licensed Fee for Service firm that has been operating for 10 years we enjoy an enviable reputation in the market as being the leading provider of expat financial planning

Due to this reputation we receive a large number of high quality enquiries on a daily basis - no cold calling or aggressive sales tactics are required as part of this role..

As a financial planner based in the Dubai office you will be responsible for working with existing and new clients in the EMEA region which extends from Mumbai through to London and down to Cape Town.

Every day is different and you will meet some amazing Australians working in some fascinating careers.

The scope of work that you will be providing them will be an extension of the work you have been providing to Australian residents (investing, superannuation, property) with the expat twist. We call this providing two dimensional advice - where they are living and where they are accumulating their assets.

You will not be required to build Statements of Advice nor complete administrative tasks. Our team of CSO's and paraplanners take care of all of this work.

It is all about advising clients and being there for them to answer their questions.

ABOUT US

Atlas Wealth Management is the leading provider of Australian expat financial advice. With clients in over 35 countries we are the only financial services firm in Australia that specialises in providing Australian expat financial planning and wealth management services to Australian expats.

As our name suggests we are globally focused and delivering expat financial planning to Australian expats is our specialty.

Operating from two offices - one in Australia that looks after Australian expats in the APAC & America regions and the other office in Dubai which works with Australian expats in the EMEA region - over the past 10 years we have built a firm that employs that latest technology to be able to deliver our services to expats in any country.

We are the recipient of numerous Australian and international financial advice awards for the high level of financial advice that we provide to our clients.

REQUIREMENTS

We are seeking an adviser that not only has strong technical skills but excellent soft skills. At the end of the day your core focus will be to work with clients and build rapport and trust with them.

We expect that the appropriate candidate will be:

• Degree qualified (CFP or FchFP highly regarded)
• Currently studying or completed FASEA qualification
• Have been an authorised representative for at least 2 years

If you are interested in learning more about this exciting role then please submit your information via this link https://atlaswealth.com/who-we-are/expat-financial-advice-careers/