Wealth Planning Paraplanner: Elevate Client Strategies

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

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.