Senior Planner

Job Reference: 22509-Senior Planner
Company: RecruitArab - recruiter
Industry: Financial Services
Job Title: Senior Planner

Location: Abu Dhabi

Industry: Financial Services

Closing Date: 2024-09-12

Email Application to: apply@emiratesrecruiter.com

We are seeking a highly skilled and experienced Senior Planner to join our team in Abu Dhabi within the Financial Services sector. The ideal candidate will have strong analytical skills, a deep understanding of financial planning and investment strategies, and the ability to provide sound financial advice to clients.

Key Responsibilities:
- Develop comprehensive financial plans for clients based on their financial goals and risk tolerance
- Analyze and evaluate clients' financial status, including income, expenses, investments, and debts
- Provide recommendations on investment strategies, retirement planning, insurance, and tax planning
- Monitor and review clients' financial plans regularly to ensure they are on track to meet their goals
- Stay up-to-date on market trends, regulatory changes, and industry developments
- Collaborate with other financial professionals, such as accountants and estate planners, to provide holistic financial advice to clients
- Mentor and train junior planners within the team

Requirements:
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) designation preferred
- [Number] years of experience in financial planning or investment management
- Strong knowledge of financial products, markets, and regulations
- Excellent communication and interpersonal skills
- Proven track record of building and maintaining client relationships
- Ability to work independently and as part of a team
- Proficiency in financial planning software and Microsoft Office suite

If you meet the above requirements and are looking for a challenging and rewarding opportunity in the Financial Services industry, we encourage you to apply for the Senior Planner position in Abu Dhabi. Please send your resume and cover letter to apply@emiratesrecruiter.com by the closing date 2024-09-12.


Please inculde this job reference [22509-Senior Planner] in the email when you send your application.

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