On-site Full Time
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Company Description Bricks Solution Financial Consultancy is a Dubai-based firm focused on delivering tailored financial advisory services to individuals and businesses. The company specializes in comprehensive financial planning, investment advisory, and retirement solutions designed to support long-term financial well-being. Bricks Solution Financial Consultancy emphasizes ethical practices, client-centric service, and clear communication to help clients make informed financial decisions. The firm values professionalism, continuous learning, and collaborative problem-solving, creating an environment where consultants can grow their careers while making a positive impact on clients’ financial futures. Role Description This is a full-time, on-site Financial Planning Consultant role based in Dubai. The Financial Planning Consultant will meet with clients to assess their financial goals, analyze current financial situations, and develop tailored financial plans. Day-to-day responsibilities include preparing financial reports, recommending suitable investment and retirement strategies, and reviewing portfolios to ensure alignment with client objectives and risk profiles. The role involves monitoring market developments, updating clients on relevant changes, and adjusting plans as needed. The consultant will collaborate with internal teams, maintain accurate client records, and adhere to regulatory and compliance requirements while delivering high-quality, client-focused advice. Qualifications Strong Financial Planning skills, including client needs assessment and creation of comprehensive financial plans. Expertise in Retirement Planning and long-term wealth preservation strategies. Solid understanding of Investments and Finance, with the ability to analyze risk and return and construct diversified portfolios. Experience in Financial Services, preferably within advisory or consulting environments. Clear and professional communication skills, with the ability to present complex financial concepts in an accessible way. Demonstrated integrity, client-focused mindset, and ability to work effectively in a fast-paced, on-site team environment. Minimum 2yrs experience. Languages English- Required Hindi - Preferred Other Indian languages- an advantage

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About Bricks Solution Financial Consultancy
UAE, Dubai
Financial Services