Paraplanner Dubai

Click And Connect Online Limited; Dubai; On-site; AED 60,000 - 100,000; Full time

Job summary

An established industry player in financial advisory is seeking dynamic professionals to join their rapidly expanding team. With a commitment to safeguarding clients' financial futures, this innovative firm offers a unique approach in the offshore marketplace. As a Paraplanner or Pension Transfer Specialist, you will play a crucial role in providing tailored financial solutions. Your responsibilities will include writing suitability reports, conducting Transfer Value Comparators, and engaging with clients and IFAs. If you are passionate about financial planning and eager to grow in your career, this is the perfect opportunity to make a significant impact in a thriving organization.

Qualifications

• Experienced Paraplanner or Pension Transfer Specialist with Defined Benefit Pension experience.
• Proven track record in writing suitability reports and cashflow modelling.

Responsibilities

• Writing suitability reports using templates.
• Running and checking Transfer Value Comparators (TVC).
• Completing cashflow modelling.

Skills

Writing suitability reports

Transfer Value Comparators (TVC)

Cashflow modelling

Attention to detail

Education

Level 4 Diploma in Financial Planning

Equivalent qualification

Job description

Our client is a borderless independent financial advisory consultancy unrelenting in its commitment to safeguarding its clients' financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are looking to take the next step in their career with a growing dynamic firm.

They have quickly established themselves as one of the fastest growing independent advisory companies. Since inception in 2018 with a team of just 5, they have grown to over 100 employees across 8 global offices. They now have operations in London, Malta, Sydney, Texas, and UAE. From these global hubs, they manage a rapidly growing client base of mostly expatriate clients. Due to their expansion, they are looking to onboard several specialist roles including Defined Benefit Transfer Paraplanners & Pension Transfer Specialists. The role will include duties such as:

1. Writing suitability reports using templates
2. Running and checking Transfer Value Comparators (TVC)
3. Completing cashflow modelling
4. Communicating with IFAs, schemes, and clients to obtain missing information

The ideal candidate will be an experienced Paraplanner or Pension Transfer Specialist with recent Defined Benefit Pension experience and a proven track record in:

1. Writing suitability reports
2. TVC Experience
3. Excellent attention to detail and technically minded
4. Experience in cashflow modelling

The ideal candidate will have a minimum of Level 4 Diploma in Financial Planning or Equivalent. A trainee paraplanner with experience in pensions will also be considered as long as there is a willingness and ambition to study towards the Level 4 Diploma. An attractive remuneration package is available.