Paraplanner

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial services firm in Dubai is seeking a skilled Paraplanner to prepare and present comprehensive financial plans tailored to clients' needs. You will collaborate with financial advisors, conduct research on investment products, and maintain client portfolios. The ideal candidate has proven experience in a financial role, strong analytical skills, and relevant professional qualifications. This role offers a competitive salary and opportunities for professional growth.

Benefits

Competitive salary

Supportive work environment

Opportunities for career advancement

Qualifications

• Proven experience in a paraplanning or similar financial role.
• Strong understanding of financial products and planning strategies.
• Ability to manage multiple projects simultaneously.

Responsibilities

• Collaborate with financial advisors to prepare comprehensive financial plans.
• Conduct research on investment products and financial regulations.
• Prepare and maintain client portfolios ensuring compliance.

Skills

Analytical skills

Organizational skills

Communication skills

Interpersonal skills

Education

Level 4 Diploma in Financial Planning

Tools

Financial planning software

Microsoft Office Suite

Job description

Are you an organized and detail-oriented professional with a passion for financial services? Our client, a reputable firm in the wealth management sector, is seeking an accomplished Paraplanner to join their dynamic team. This is a fantastic opportunity for someone looking to further their career in a supportive and engaging environment.

Responsibilities

• Collaborate with financial advisors to prepare and present comprehensive financial plans tailored to clients' needs and goals.
• Conduct thorough research on investment products, tax strategies, and financial regulations to support accurate and informed recommendations.
• Prepare and maintain client portfolios while ensuring compliance with industry regulations and best practices.
• Compile and document pertinent information about clients' financial situations, objectives, and risk tolerances to contribute to the planning process.
• Liaise with clients to gather required information, answer questions, and provide excellent customer service throughout the planning journey.
• Stay updated on industry trends, regulatory changes, and market conditions that may impact clients' financial strategies.
• Support the team's goals and initiatives by assisting in various administrative and operational tasks as needed.

Qualifications

• Proven experience in a paraplanning or similar financial role, with a strong understanding of financial products and planning strategies.
• Excellent analytical skills with the ability to interpret complex financial information and present it clearly.
• Strong organizational skills, attention to detail, and ability to manage multiple projects simultaneously.
• Exceptional communication and interpersonal skills to build and maintain relationships with clients and team members.
• Relevant professional qualifications (e.g., Level 4 Diploma in Financial Planning or equivalent) are preferred.
• Proficiency in financial planning software and Microsoft Office Suite.

What We Offer

• Competitive salary and benefits package.
• A supportive work environment that fosters professional growth and development.
• Opportunities for ongoing training and career advancement within the financial services industry.
• A chance to work with high-net-worth clients and contribute to their financial success.

If you're ready to take the next step in your career and make a significant impact in the financial industry, we invite you to apply for this confidential opportunity with our client. Please submit your CV and a cover letter detailing your relevant experience and why you're the ideal candidate for this role.