Wealth Planning Paraplanner — Impact-Driven Career

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

Job summary

An established industry player in wealth management is seeking a detail-oriented Paraplanner to enhance their dynamic team. This role offers a unique opportunity to collaborate with financial advisors in crafting tailored financial plans for clients. You'll conduct in-depth research on investment products and ensure compliance with industry regulations while maintaining client portfolios. Join a supportive work environment that promotes professional growth and offers opportunities for career advancement. If you are passionate about financial services and ready to make a significant impact, this is the perfect opportunity for you.

Benefits

Competitive salary and benefits package

Opportunities for ongoing training

Supportive work environment

Career advancement opportunities

Qualifications

• Proven experience in a paraplanning or similar financial role.
• Strong understanding of financial products and planning strategies.

Responsibilities

• Collaborate with financial advisors to prepare comprehensive financial plans.
• Conduct research on investment products and financial regulations.
• Liaise with clients to gather information and provide excellent service.

Skills

Analytical Skills

Communication Skills

Organizational Skills

Attention to Detail

Education

Level 4 Diploma in Financial Planning

Tools

Financial Planning Software

Microsoft Office Suite

Job description

An established industry player in wealth management is seeking a detail-oriented Paraplanner to enhance their dynamic team. This role offers a unique opportunity to collaborate with financial advisors in crafting tailored financial plans for clients. You'll conduct in-depth research on investment products and ensure compliance with industry regulations while maintaining client portfolios. Join a supportive work environment that promotes professional growth and offers opportunities for career advancement. If you are passionate about financial services and ready to make a significant impact, this is the perfect opportunity for you.