Wealth Planner

Titan Wealth Holdings Limited; Dubai; On-site; AED 180,000 - 300,000; Full time

Benefits offered by this job

HNWI exposure

Professional development

Mentorship by senior planners

Growth culture and collaboration

Client-focused performance environment

Job summary

Titan Wealth International in Dubai seeks a client-focused Wealth Planner to join our Global Wealth Division. You will manage a portfolio of high-net-worth clients, delivering tailored financial planning and investment strategies while developing expertise with seasoned advisers and industry specialists.

The role offers exposure to international clients, ongoing professional development, and collaboration with Wealth Planning Directors in a dynamic, growth-focused firm.

Qualifications

• CISI Level 4 qualified (or equivalent).
• Minimum one year's experience within the financial services sector in a client-facing or advisory support role.
• Commitment to continued professional development.
• Strong communication and relationship-building skills.
• Excellent attention to detail and organisational ability.
• Professional, ethical and client-focused approach.

Responsibilities

• Build and manage an allocated portfolio of clients.
• Deliver compliant financial planning advice across investments, retirement, protection and tax-efficient planning.
• Conduct regular client reviews and support long-term financial goals.
• Create personalised financial plans tailored to client circumstances.
• Manage investment portfolios in line with objectives and company strategy.
• Act as day-to-day contact for clients and provide ongoing service.
• Attend client meetings with senior advisers and maintain file notes.

Skills

Communication skills

Relationship management

Attention to detail

Education

CISI Level 4 or equivalent

Degree-level education

Job description

Titan Wealth International is a leading provider of expat financial advice and wealth management, specialising in cross-border advice.

As the only international firm with dual accreditation, as a CISI Chartered Status firm and a CII International Professional Partner Partner Firm, we are committed to delivering trusted advice and the highest standards of service to achieve the best outcomes for our clients.

Whether you’re pursuing long-term financial goals or navigating complex regulations, Titan Wealth International provides clear, informed guidance tailored to your needs. With transparent fees and a commitment to lasting relationships, our mission is to empower you with effective financial solutions.

At Titan Wealth International (TWI), we are looking for an ambitious and client-focused Wealth Planner to join our expanding Global Wealth Division in Dubai. Working with high-net-worth clients, you'll help deliver tailored financial planning solutions whilst developing your technical expertise alongside experienced advisers and industry specialists. T

The Opportunity

This is an excellent opportunity for an adviser who has already established a foundation within financial planning and is looking to further develop their advisory career within an international environment.

As a Wealth Planner, you'll manage your own portfolio of clients whilst supporting the implementation, review and ongoing management of financial strategies. You'll work closely with Senior Wealth Planners and Wealth Planning Directors, gaining exposure to complex client cases and developing your technical knowledge across a broad range of financial planning disciplines.

Key responsibilities

• Build and develop long-term relationships with an allocated portfolio of clients.
• Deliver advice and guidance across investments, retirement planning, protection and tax-efficient planning strategies.
• Conduct regular client reviews and support clients in achieving their long-term financial goals.
• Create personalised financial plans tailored to individual client circumstances.
• Manage investment portfolios in line with client objectives and company investment strategies.
• Act as a day-to-day point of contact for clients, providing exceptional ongoing service.
• Attend client meetings both independently and alongside senior advisers.
• Maintain accurate client documentation, suitability reports and file notes.
• Work closely with providers, strategic partners and internal stakeholders.
• Ensure all advice and client records remain compliant with regulatory requirements.
• Continue developing professional knowledge through training, qualifications and CPD activities.

About you

We're keen to speak with candidates who are passionate about financial planning, relationship building and delivering exceptional client outcomes.

Essential Requirements

• CISI Level 4 qualified (or equivalent).
• Minimum one year's experience within the financial services sector in a client-facing or advisory support role.
• A demonstrable commitment to continued professional development.
• Strong communication and relationship-building skills.
• Excellent attention to detail and organisational ability.
• A professional, ethical and client-focused approach.

Desirable Experience

• Working towards CISI Level 6 or Chartered status.
• Additional industry qualifications.
• Degree-level education.
• Experience working with international or expatriate clients.

This is more than just a Wealth Planner role. It's an opportunity to accelerate your professional development within a business that is investing heavily in its people, technology and client proposition.

You'll benefit from:

• Exposure to high-net-worth and international clients.
• Ongoing professional development and support towards further qualifications.
• Collaboration with experienced Wealth Planning Directors and Senior Wealth Planners.
• A dynamic, fast-growing wealth management business with ambitious growth plans.
• A culture built around accountability, collaboration and delivering outstanding client outcomes.

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.