Paraplanner - Dubai

About the Role
The Paraplanner will work as part of the Global Wealth Division (GWD), the international wealth management division serving clients across multiple jurisdictions. This role is key in providing high-quality technical and administrative support to Wealth Planners and the wider client-facing team. The Paraplanner will contribute to the preparation of clear, accurate, and suitable financial planning recommendations that meet client needs, internal standards, and applicable regulatory requirements.

The successful candidate will engage in detailed research and analysis, prepare suitability reports and supporting documentation, and ensure client files are complete and maintained to a consistently high standard. Working collaboratively with advisers and other colleagues across GWD, this position supports an efficient and positive client experience. A proactive and detail-focused individual with strong technical knowledge, sound judgement, and a commitment to continuous professional development will excel in this role.

Important Requirements
Please note the following requirements before applying:

• Applicants must hold a recognised Level 4 Diploma in Financial Planning (or equivalent) as a minimum.
• Applicants must already be studying towards Chartered status (or have clear plans to commence Chartered-level qualifications in the near future).
• This role is suited to experienced technical paraplanners who are committed to developing their expertise within financial planning and wealth management.
• Candidates must have experience producing suitability reports, conducting technical research, and supporting advisers with complex financial planning cases.
• Please note that relocation assistance or coverage of relocation costs is not provided. Any candidate applying from outside the UAE must be willing and financially able to fund their own relocation to Dubai.

Key Responsibilities

• Provide high-quality paraplanning support to Wealth Planners and the wider GWD team.
• Undertake detailed research and analysis to support appropriate financial planning recommendations for clients.
• Prepare clear, accurate, and compliant suitability reports, including those involving complex investment, retirement, tax-efficient investment, and trust-planning considerations.
• Review client information and supporting documentation, identifying any gaps or further information required before recommendations are finalized.
• Complete technical and suitability checks on cases in line with internal standards and applicable regulatory requirements.
• Work closely with Wealth Planners to ensure recommendations accurately reflect each client’s objectives, circumstances, attitude to risk, and agreed financial plan.
• Maintain complete and accurate client records within the company’s systems, ensuring all relevant documentation is stored appropriately.
• Support the development and consistent application of GWD advice processes, report templates, and technical standards.
• Keep up to date with relevant regulatory, tax, product, and market developments, and share updates with the GWD team.
• Contribute to the continuous improvement of client materials, internal guidance, and working practices across GWD.
• Build effective working relationships with colleagues, product providers, and other relevant third parties to support timely case progression.

Core Competencies and Experience

• Proven experience in a paraplanning, technical support, or financial planning support role.
• Professionalism: Represent the business professionally and maintain appropriate standards of conduct.
• Accuracy: Strong attention to detail in financial analysis, reports, and client records.
• Time Management: Prioritize work effectively, manage competing deadlines, and progress cases efficiently.
• Communication: Communicate clearly and professionally in writing and verbally with colleagues and relevant third parties.
• Integrity and Ethical Behaviour: Act fairly, honestly, and professionally in all dealings, with client interests at the centre.
• Partnership and Teamwork: Build effective working relationships across GWD and the wider business and contribute positively as part of a team.
• Decision-Making: Apply sound judgement, raise concerns promptly, and take responsibility for the quality of work produced.
• Adaptability: Respond positively to changing priorities, processes, and regulatory requirements.
• Continuous Learning: Maintain and develop technical knowledge through ongoing learning and professional development.

Technical Competencies

• Financial Planning Knowledge: Good understanding of financial planning principles, products, and the needs of internationally mobile and cross-border clients.
• Research and Financial Analysis: Ability to assess client information, evaluate options, and produce clear technical analyses to support recommendations.
• Suitability Report Writing: Ability to prepare accurate, well-structured, and client-focused suitability reports, including those for complex cases.
• Regulatory Compliance: Working knowledge of relevant laws, regulations, and internal standards, with the ability to apply them consistently.
• Risk and File Quality: Ability to identify missing information, inconsistencies, and potential risks, escalating matters as necessary.
• Client Relationship Management Systems: Confidence in using these systems to maintain accurate records, track case progress, and manage documentation.
• Data Management: Strong data-entry and record-keeping skills, with attention to accuracy and confidentiality.
• Written and Presentation Materials: Ability to produce and improve clear, professional client reports and internal technical guidance.

Essential Qualifications and Experience

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

Company Values
Our employees are distinguished by excellence and demonstrate a willingness to embrace the company values:

• Creativity – We recognize the need for new ways of thinking and doing, to improve productivity and efficiency.
• Commitment – We have the willingness to invest time, effort, and energy into driving change in the organization, going the extra mile.
• Collaboration – Teamwork amongst ourselves and with partners generates innovative, efficient, and effective solutions.