Paraplanner - Dubai

Titan Wealth International; Dubai; Vor Ort; AED 120.000 - 180.000; Vollzeit

Zusammenfassung

Titan Wealth International is a leading provider of expat financial advice and wealth management, specialising in cross-border advice. You will conduct detailed financial planning analyses, prepare suitability reports, and help maintain rigorous client documentation.

The role involves assisting advisers with complex cases, ensuring high standards of file quality, and contributing to a collaborative client-facing team in a fast-growing advisory firm.

Qualifikationen

• Minimum: Level 4 Diploma in Financial Planning or equivalent.
• Currently studying towards Chartered status or planning to start soon.
• Experience producing suitability reports and technical research.
• Experience supporting advisers with complex financial planning cases.

Aufgaben

• Conduct detailed research and analysis for financial planning recommendations.
• Prepare suitability reports and supporting client documentation.
• Support Wealth Planners and the wider client-facing team.
• Maintain complete and accurate client files to a high standard.

Kenntnisse

Research skills

Financial planning

Analytical skills

Ausbildung

Level 4 Diploma in Financial Planning

Jobbeschreibung

Responsibilities

• Conduct detailed research and analysis for financial planning recommendations
• Prepare suitability reports and supporting client documentation
• Support Wealth Planners and the wider client-facing team
• Maintain complete and accurate client files to a high standard

Requirements

• Level 4 Diploma in Financial Planning or equivalent as a minimum
• Currently studying towards Chartered status or planning to start soon
• Experience producing suitability reports and technical research
• Experience supporting advisers with complex financial planning cases

About the Company

Titan Wealth International is a leading provider of expat financial advice and wealth management, specialising in cross-border advice. It holds CISI Chartered Status and CII International Professional Partner Firm accreditation.