Paraplanner - Dubai

Role overview

Essential qualifications and experience

• At least three years of experience in paraplanning, technical support, or financial planning.
• A recognised Level 4 financial services qualification or equivalent is required.
• Applicants must already be studying towards Chartered status or have clear plans to begin Chartered-level qualifications soon.
• Experience supporting international financial planning clients and advisers is required.
• Strong experience preparing suitability reports and conducting technical research is required.
• Experience with complex financial planning cases is required.

Desirable qualifications and experience

• Additional relevant professional or industry qualifications are desirable.
• Degree-level education or equivalent professional experience is desirable.
• Experience with high-net-worth or internationally mobile clients is desirable.

Key responsibilities

• Provide paraplanning support to Wealth Planners and the wider team.
• Research and analyse cases to support suitable recommendations.
• Prepare compliant suitability reports for complex investment, retirement, tax-efficient investment, and trust-planning cases.
• Review client information, identify gaps, and request further details before recommendations are finalised.
• Complete technical and suitability checks against internal and regulatory standards.
• Ensure recommendations reflect client objectives, circumstances, risk attitudes, and financial plans.
• Maintain complete client records and appropriately stored documentation.
• Support consistent advice processes, report templates, and technical standards.
• Monitor regulatory, tax, product, and market developments and share updates.
• Improve client materials, internal guidance, and working practices.
• Work with colleagues, product providers, and other third parties to progress cases.

Competencies and technical skills

• Requires financial planning knowledge, including products and the needs of internationally mobile and cross-border clients.
• Requires research, financial analysis, suitability report writing, and application of relevant regulatory requirements.
• Requires identifying missing information, inconsistencies, and risks, and escalating matters appropriately.
• Requires confidence using client relationship management systems and strong data-entry, record-keeping, accuracy, and confidentiality practices.
• Requires clear written and verbal communication, time management, sound judgement, professionalism, integrity, teamwork, adaptability, and ongoing learning.

Relocation