Financial Advisor

Job description / Role

Charterhouse is working with one of the fastest-growing financial services firms that is looking to hire a Financial Advisor to join their team. The ideal candidate shares the firm’s commitment to carefully guided decision-making for portfolio management and will be responsible for cultivating new relationships while maintaining and managing existing ones.

As the Financial Advisor, the main responsibilities will include bringing new clients on board, acting as the point of contact for leads, drafting investment proposals, and managing the pipeline of ongoing cases. The role requires monitoring market performance to develop and deliver sound investment advice and strategies, as well as executing accurate reporting that enables thorough analysis and financial recommendations.

Additionally, this role will oversee marketing initiatives related to respective clients and involve attending networking events to build a potential client base. The Financial Advisor will lead due diligence, coordinate transaction execution, and manage fund closing processes. This includes the finalization and signing of all security documentation for fund releases.

To be considered for this role, the successful candidate must have completed the LIBF Level 4 Diploma for Financial Advisers (DipFA®). The ideal candidate will have at least 2 years of experience in selling financial products, preferably with a background in Litigation Funding/Finance and Loan Notes. The candidate should be Western-educated, well-presented, and professional.

About the Company

The Charterhouse brand and business was launched in Dubai and the Middle East in April 2004 by a team of international recruiters and management consultants, after its inception in Sydney, Australia in September 2003. Charterhouse Middle East is now positioned as the leading regional recruiter within its area of disciplines and functional markets.

Charterhouse offers professional and bespoke contingency and retained search services to all sectors of the market. Service quality is guaranteed, thanks to a particular focus on flexibility. Charterhouse was the first international search and selection business to establish Dubai as its base. The growth in the Middle East region has been mirrored by Charterhouse globally, with offices now in Qatar, Hong Kong, Singapore, Melbourne and Sydney.