Senior Financial Planner
Job description / Role
Employment: Full Time
Senior Financial PlannerLocation: DIFC, Dubai
Industry: Financial Services
Salary: AED 10,000/month + Uncapped Commission
Job Type: Monday to Friday, Full-Time
Regulatory Environment: DFSA
About the Role
We are recruiting a Senior Financial Planner on behalf of a DFSA-regulated firm in the DIFC. This role is ideal for an experienced professional with a passion for wealth management, financial planning, and corporate advisory services. The position offers a competitive base salary with uncapped commission, providing significant earning potential.
Key Responsibilities
Financial Planning for Individuals:- Create tailored financial strategies that align with clients’ life goals, risk appetite, and investment timelines.
- Collaborate with corporate clients to develop and manage effective, compliant gratuity schemes.
- Operate fully within DFSA regulations. Keep up to date with industry and regulatory developments.
- Build long-term relationships with clients. Regularly review and adapt financial plans as client needs evolve.
Market Monitoring: Stay informed on market trends and developments. Deliver timely and insightful recommendations to clients.
Business Development:- Drive revenue through a mix of new client acquisition and retention of existing clients, aligned with activity targets.
- Complete a minimum of 30 CPD hours annually to remain informed and certified.
- Bachelor’s degree in Finance, Business, or a related discipline
- Professional certifications such as CFP (or equivalent) are a plus
- Minimum 3–5 years of experience in wealth management or financial planning
- Experience in a regulated jurisdiction, preferably DIFC and under DFSA
- Strong knowledge of investment strategies and gratuity planning
- Excellent relationship-building and communication skills
- Self-driven, ethical, and committed to personal growth
Requirements:
- 4–8 years of experience in general/commercial insurance brokerage
- Strong exposure to corporate clients, underwriting processes, and risk profiling
- Hands-on experience with a range of products (e.g. Property, Liability, Marine, D&O, Cyber)
- Bachelor’s degree in Finance, Insurance, Risk Management, or a related field
- Professional certifications preferred (UAE Insurance Authority license, ACII, CPCU)
Key Skills:
- Deep understanding of general insurance markets and commercial risk solutions
- Strong analytical and problem-solving mindset
- Excellent negotiation and stakeholder management skills
- Familiarity with compliance regulations and claims processes
- Capable of conducting in-depth client risk assessments and structuring tailored policies
Salary: AED 10000 per month inclusive of fixed allowances.
About the Company
PARKER CONNECT is the fastest growing Management Consultancy in the Middle East. We provide world class services such as Executive Search and Consultancy through our centrally located office in Dubai, United Arab Emirates. Ever since starting operations, the organization has witnessed rapid growth purely achieved through firm business relations and quality service delivery.Our market knowledge in the region put together with quality consultants and excellent infrastructure has enabled us to build a strong portfolio of clients which include MNC’s and local firms.
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