financial advisor

SFAI Qatar

Financial Advisor Discipline: Public-Private Partnership (PPP)Advisory Role Purpose: To provide financial advisory services for the development and procurement of PPP projects, ensuring sound financial structuring, risk allocation, and value-for-money assessments.Key Responsibilities:<ul><li>Lead financial analysis, modelling, and viability assessments.</li><li>Structure and evaluate payment mechanisms and risk frameworks.</li><li>Prepare and review procurement documentation including RFQs, RFPs, and bid evaluations.</li><li>Coordinate market sounding and developer engagement.</li><li>Support financial negotiations and project financial close.</li><li>Liaise with stakeholders and provide progress reporting.</li><li>Advise on project finance strategy and documentation.</li></ul>Job Types: Full-time, ContractPay: QAR28,000.00 per monthExperience:<ul><li>SIMILAR ROLE : 8 years (Required)</li></ul>License/Certification:<ul><li>Qatar ID (Required)</li></ul>Location:<ul><li>Doha (Required)</li></ul>

Financial Advisor

deVere London

We are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across the global regions.The deVere Group of Companies are the world&rsquo;s premier wealth tech and advice organization. deVere Group, via its well-regulated subsidiaries, is able to access cutting edge technology to offer the best (often exclusive) products and opportunities in the International Financial Services sector.We are an award-winning company &ndash; we have dominated the FinTech industry and introduced the #1 training and support platform available to wealth managers in the industry for both on-boarding and Continued Professional Development.This is an opportunity to work from one of our offices across the most beautiful cities globally.What does the ideal person look like?&middot; Minimum of 36 months private/personal financial advisory experience in building and maintaining your own portfolio.&middot; Experience with expatriate clients&middot; European market experience preferable.What do we offer?&middot; A generous pay structure on all products, with a weekly pay run.&middot; Defined career progression.&middot; World-class training platform and CPD support.&middot; Fantastic, fast-paced working environment.&middot; Dedicated Administration and Compliance support.&middot; Bespoke CRM.&middot; Access to exclusive financial products, along with full product training.Job Type: Full-timePay: From AED380,000.00 per yearApplication Question(s):<ul><li>Are you currently advising clients on investment opportunities?</li><li>Do you have your own book of clients?</li><li>Are you bilingual or native speaking English?</li><li>Are you comfortable with an results-driven role, with uncapped commissions paid weekly, and a passion and drive for financial sales with the ability to earn in excess of &pound;100,000 in year one?</li></ul>

desingworkss

Key Responsibilities: 1. Provide comprehensive financial planning and investment advice to clients. 2. Conduct financial analysis and develop personalized financial plans for clients. 3. Recommend investment strategies and products to clients. 4. Build and maintain relationships with clients, including regular portfolio reviews and updates. 5. Collaborate with internal teams, including investment research, portfolio management, and operations. 6. Stay up-to-date with industry trends, regulatory changes, and market developments. Requirements: 1. Bachelor's degree in Finance, Economics, or related field. 2. Advanced degree (e.g., MBA, CFP) preferred. 3. Minimum 3 years of experience in financial planning or a related field. 4. Professional certifications, such as CFP, CFA, or CPA. 5. Strong analytical, communication, and interpersonal skills. 6. Ability to work in a fast-paced environment. 7. Proficiency in financial planning software, such as Financial Planning & Analysis (FP&A) or MoneyGuide. Nice to Have: 1. Experience with investment management software, such as Aladdin or BlackRock. 2. Knowledge of tax planning and estate planning strategies. 3. Familiarity with alternative investment products, such as private equity or hedge funds.

WEALTHLINK RECRUITMENT LTD

Our client, a well-respected name within financial services, are seeking a high-calibre financial adviser to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider.You must have good knowledge across investments, pensions, protection and be comfortable helping UHNW clients with complex financial arrangements.You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.

Tig Technologies PVT LTD

Position: Financial ConsultantKey Requirements:&middot; ACCA/Financial background preferred&middot; Fluent English (spoken, written, listening)&middot; Proficient in Microsoft Office&middot; Organized and analytical&middot; Able to work independently and under pressure&middot; 1+ year in collections, or Sales (preferred)&middot; Strong communication skills&middot; Goal-driven, energetic, and proactiveResponsibilities:&middot; Take inbound calls and conduct financial reviews&middot; Assist clients with budgeting and setting payment plans&middot; Build strong client relationships&middot; Handle data with confidentiality and accuracy&middot; Conduct client income/expenditure reviews&middot; Negotiate and manage repayment plans&middot; Follow up on payments&middot; Maintain accurate and organized recordsShift Timings (PKT, Monday to Friday):&middot; Any shift between operational hours (12:00 PM- 2:00 AM)Note: Saturdays will be rotational.Job Type: Full-timePay: Rs100,000.00 - Rs140,000.00 per monthWork Location: In person

deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries.With 70 offices around the world, the company offers personalised, extensive financial advice and exclusive products that are unique to deVere Group.Established in 2002 by CEO and founder Nigel Green, deVere Group values work ethic, excellence, and innovation, and is constantly seeking ambitious individuals to join the team.Role DescriptionThis is a full-time on-site role for a Wealth Management Consultant located in Gurugram.The Wealth Management Consultant's day-to-day tasks involve providing financial planning, finance, retirement planning, investment, and consulting services to clients.Our Wealth managers build and manage their own client books. Providing holistic financial advice and planning needs.Responsibilities:Conduct Market researchMeeting clients and completing holistic financial planningBuilding and maintaining solid client relationshipsImplementing Wealth Management strategies for your clientsIdentify new business opportunities.Prospecting via Networking and MarketingQualificationsNISM Series X (A&amp;B), Level 2 qualified Investment Advisors required.Strong background in financial planning and financeExperience in retirement planning and consultingExperience of Managing a substantial client bookKnowledge of the investment industry and various investment productsExcellent communication and interpersonal skillsStrong analytical and problem-solving skillsClient-focused approach to providing financial adviceCommitment to ongoing education and self-improvementBachelor's degreeJob Types: Full-time, PermanentPay: From &#8377;100,000.00 per month

Experienced Financial Advisor

AGAD Technology

<div><h3 class="jobSectionHeader">Role Overview</h3>
We are looking for a detail-oriented, independent, and passionate Senior Accountant to join our team and take ownership of the financial and accounting department. You will be responsible for the implementation and daily operation of Odoo&rsquo;s Accounting module, ensure timely reporting, accurate invoicing, budget tracking, VAT declarations, and strategic financial support to the management.<h3 class="jobSectionHeader">
Key Responsibilities</h3><h3 class="jobSectionHeader">
 Accounting &amp; Financial Management
</h3><ul><li>Implement and manage the Odoo Accounting module tailored to AGAD's structure.</li>
<li>Input, categorize, and process all financial data using Odoo based on internal records and Excel trackers.</li>
<li>Reconcile bank statements and track all inbound and outbound transactions.</li>
<li>Monitor all accounts payable and receivable, ensuring accurate financial records.</li>
</ul><h3 class="jobSectionHeader"> Invoicing &amp; Payments
</h3><ul><li>Prepare and send client invoices through Odoo, monitor payment status, and follow up on late payments.</li>
<li>Review and pay supplier/vendor invoices after approval.</li>
<li>Ensure timely and compliant VAT calculations and filings.</li>
</ul><h3 class="jobSectionHeader"> Reporting &amp; Analysis
</h3><ul><li>Generate financial reports on revenue, profit, expenses, and margins using Odoo dashboards.</li>
<li>Present monthly and quarterly budget vs actuals performance reports.</li>
<li>Produce balance sheets, P&amp;L statements, and year-end financial reports.</li>
</ul><h3 class="jobSectionHeader"> Payroll &amp; Commissions
</h3><ul><li>Calculate monthly payroll for employees, considering bonuses, allowances, and social contributions.</li>
<li>Compute and track commission structures for the sales team.</li>
</ul><h3 class="jobSectionHeader"> Strategic Financial Planning
</h3><ul><li>Propose and manage budgets for departments, investments, and operational costs.</li>
<li>Serve as a financial advisor to the management by analyzing performance data and proposing improvements.</li>
<li>Support decision-making on financial matters such as pricing strategy, cost control, and cash flow optimization.</li>
</ul>
Requirements<h3 class="jobSectionHeader">
Requirements</h3><ul>
<li>Minimum 4&ndash;6 years of experience in accounting or financial management.</li>
<li>Proven expertise in Odoo Accounting module (must-have).</li>
<li>Strong knowledge of accounting standards, payroll rules, and VAT filing 'preferablly international&quot;</li>
<li>Experience in working with B2B service companies is preferred.</li>
<li>Proficient in Excel, reporting tools, and financial analysis.</li>
<li>Fluent in English (French or Dutch is a big plus).</li>
</ul><h3 class="jobSectionHeader">
Who You Are</h3><ul>
<li>Independent &amp; Proactive: Able to manage your tasks without micromanagement and take initiative to improve systems.</li>
<li>Detail-Oriented: You don&rsquo;t let anything slip; accuracy is in your DNA.</li>
<li>Committed: You care deeply about your work and the financial health of the company.</li>
<li>Strategic Thinker: Beyond bookkeeping, you help drive financial clarity and growth.</li></ul></div>

Senior Odoo Accountant & Financial Advisor

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