Paraplanner - Dubai
Titan Wealth International · Dubai
On-site · DubaiFull TimeMid LevelFinance & Banking
Posted 6 hours ago6h agoApply link checked 5 hours ago
Why we think you can apply
- Employer country
- United Arab Emirates · Dubai
- Hiring model
- UAE-based role · the employer hires in the UAE
- Work from
- Dubai · on-site
- Time-zone overlap
- Gulf Standard Time · none needed
Posted 6 hours ago · apply link checked 5 hours ago
About the role
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.
What we look for
- 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
ComplianceFinancial AnalysisDocumentationFinancial Reporting
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Titan Wealth InternationalDubai
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