Independent Financial Advisor

Company Description deVere Acuma, part of the deVere Group, is a leading independent financial consultancy providing trusted advice to expatriates and international investors in the Middle East. The firm offers a wide range of financial planning solutions in UAE, focusing on personal financial security. Clients receive tailored, bespoke strategies designed around their individual circumstances and long-term goals. Each client is supported by a dedicated financial advisor for ongoing one-to-one guidance. deVere Acuma is committed to helping clients achieve sustainable growth and robust protection across diverse financial portfolios.Role Description The Independent Financial Advisor is a full-time, on-site role based in Dubai, United Arab Emirates. The role involves meeting with clients to assess their financial goals, risk profile, and current portfolio, and then developing personalized financial plans and investment strategies. Daily responsibilities include advising on various savings and investment products, and wealth protection solutions, as well as reviewing and adjusting plans in response to changing client needs and market conditions. The advisor will prepare clear financial proposals, maintain accurate client records, and ensure regulatory compliance and ethical standards are met. Collaboration with internal teams, participation in client events, and proactive business development to grow a client base are also core aspects of the position.QualificationsCandidates should possess strong skills in Financial Planning and design comprehensive, long-term strategies for diverse client needs.Candidates should possess solid Finance and Investments skills to analyze markets, recommend suitable products, and manage risk-aware portfolios.Candidates should possess Financial Advisory expertise to deliver clear, ethical, and client-focused guidance in line with regulatory requirements.Relevant professional qualifications (e.g., CFP, CFA, or equivalent) and a bachelor’s degree in Finance, Economics, Business, or a related field are highly beneficial.Strong communication and interpersonal skills, client relationship management experience, and the ability to work with expatriate and international clients are essential.Proficiency in English, high ethical standards, and previous experience in wealth management or advisory roles in the Middle East are advantageous.