Paraplanner - Dubai

About Titan Wealth International

Role overview

Key responsibilities

• Research and analyse client matters and prepare suitability reports and supporting documentation.
• Review client information, identify gaps, and complete technical and suitability checks.
• Maintain client records and documentation; support advice processes, templates, and technical standards.
• Share relevant regulatory, tax, product, and market updates and contribute to improving client materials and working practices.
• Collaborate with advisers, colleagues, product providers, and other third parties to progress cases efficiently.

Essential qualifications and experience

• At least three years’ experience in paraplanning, technical support, or financial planning.
• Level 4 qualification from a recognised financial services professional body.
• Experience supporting international financial planning clients and advisers.
• Strong experience preparing suitability reports and technical research.

Desirable qualifications and experience

• Additional relevant professional or industry qualification.
• Degree-level education or equivalent professional experience.
• Experience supporting high-net-worth or internationally mobile clients.

Competencies and technical knowledge

• Knowledge of financial planning principles, products, and cross-border client needs.
• Ability to conduct research and financial analysis and write accurate, client-focused suitability reports.
• Working knowledge of applicable regulation and internal standards; ability to identify file risks and missing information.
• Confidence using client relationship management systems and maintaining accurate, confidential records.
• Professional communication, attention to detail, time management, teamwork, sound judgement, adaptability, and ongoing learning.

Company values