Paraplanner Dubai

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 60,000 - 100,000; Full time

Job summary

An established industry player is seeking financial advisory professionals to join their dynamic team. This role offers the chance to work in a rapidly growing independent financial consultancy known for its innovative approach. As a Paraplanner or Pension Transfer Specialist, you will be responsible for writing suitability reports, running Transfer Value Comparators, and engaging with clients to ensure comprehensive financial planning. With a commitment to professional development, the firm encourages candidates with a Level 4 Diploma in Financial Planning or those willing to pursue it. Join a vibrant workplace where your expertise will contribute significantly to safeguarding clients' financial futures.

Qualifications

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

Responsibilities

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

Skills

Writing suitability reports

Transfer Value Comparators (TVC) experience

Cashflow modelling

Attention to detail

Technical mindset

Education

Level 4 Diploma in Financial Planning

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:

• Writing suitability reports using templates
• Running and checking Transfer Value Comparators (TVC)
• Completing cashflow modelling
• 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 with a proven track record in:

• Writing suitability reports
• TVC Experience
• Excellent attention to detail and technically minded
• 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.

Attractive remuneration package available.