Appointment setter – Dubai

UK-Qualified IFAs Welcome: This role is open to FCA-regulated professionals (DipPFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international placements.

Prestige IFA Jobs is pleased to announce its partnership with a distinguished Dubai-based wealth management firm that employs a disciplined, strategic approach rooted in principles of high-performance disciplines.

They are currently looking for appointment makers / BDM's / BDA's / Associate Assistants to assist their inhouse financial advisors.

These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the offshore financial services (financial planning / investments / insurance) industry. Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates. You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research. MAIN RESPONSIBILITIES:
  • Sourcing new prospects through all available social media mediums, liked LinkedIn
  • Contacting new prospects via telephone to introduce the business and arrange an appointment
  • Ensuring all company provided leads are contacted as promptly as possible
  • Ensuring all company provided leads are handled in the most suitable way
  • Managing calendars and diaries to ensure meetings are arranged at suitable times
  • Maintaining a relationship with the prospect though-out the sales process
  • Following up with any third parties involved in our sales process, including but not limited to: Pension administrators, trustees, life companies
  • Meeting all KPI’s to ensure all company minimum targets are exceeded
WHAT OUR CLIENT VALUES:
  • Solid interest in building or furthering a career in Financial Services
  • Those who are willing to learn – all their Wealth Managers must strive to be a minimum of level 4 qualified
  • High quality professional communicators
  • Success and target driven
  • Positive self-motivators
  • Want to be a part of a firm with exceptionally strong reputation and growing brand
REMUNERATION: Basic salary plus commissions on all business closed by your appointed financial advisor. FURTHER INFORMATION: Candidates must speak Fluent English, have proven sales ability and an entrepreneurial mindset Very Competitive remuneration with exceptional earnings for top achievers, full training provided for those who has what it takes to do well in a fast moving sales environment. Please note: This role is well suited to individuals looking to build a long-term career in financial services and wealth management. The position is client-facing and performance-driven, with a strong focus on relationship building, business development, and achieving agreed targets. Prior experience in sales or a strong interest in developing sales skills within financial services would be beneficial. Applicants should be comfortable working in a target-oriented environment and motivated by client engagement and growth opportunities.  
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