Paraplanner - Dubai

The Paraplanner will work as part of the Global Wealth Division (GWD), the international wealth management division serving clients across multiple jurisdictions. The role will provide high-quality technical and administrative support to Wealth Planners and the wider client-facing team, contributing 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 undertake detailed research and analysis, prepare suitability reports and supporting documentation, and help ensure client files are complete and maintained to a consistently high standard. They will work collaboratively with advisers and other colleagues across GWD to support an efficient and positive client experience.

About Titan Wealth Holdings Limited

Titan Wealth International is a leading provider of expat financial advice and wealth management, specialising in cross-border advice.

As the only international firm with dual accreditation, as a CISI Chartered Status firm and a CII International Professional Partner Partner Firm, we are committed to delivering trusted advice and the highest standards of service to achieve the best outcomes for our clients.

Whether you’re pursuing long-term financial goals or navigating complex regulations, Titan Wealth International provides clear, informed guidance tailored to your needs. With transparent fees and a commitment to lasting relationships, our mission is to empower you with effective financial solutions.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

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 reports 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 finalised.
• 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 and ensure 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 relevant 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.
• Prioritise work effectively, manage competing deadlines and progress cases efficiently.
• Communication: Communicate clearly and professionally in writing and verbally with colleagues and relevant third parties.
• Act fairly, honestly and professionally in all business dealings, with client interests at the centre of the work.
• Build effective working relationships across GWD and the wider business and contribute positively as part of a team.
• Apply sound judgement, raise concerns promptly and take responsibility for the quality of work produced.
• Respond positively to changing priorities, processes and regulatory requirements.
• Maintain and develop technical knowledge through ongoing learning and professional development.
• Working knowledge of the laws, regulations and internal standards relevant to the role, with the ability to apply them consistently.
• Ability to identify missing information, inconsistencies and potential risks, and to escalate matters appropriately.
• Confidence using client relationship management systems to maintain accurate records, track case progress and manage documentation.
• Strong data-entry and record-keeping skills, with close attention to accuracy and confidentiality.

Requirements

• This role requires a proactive and detail-focused individual with strong technical knowledge, sound judgement and a commitment to continuous professional development.
• Applicants must hold a recognised Level 4 Diploma in Financial Planning (or equivalent) as a minimum.
• In addition to the Level 4 qualification, applicants must have previous UK paraplanning experience. This is an essential requirement for the role.
• 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.
• Experience: Proven experience in a paraplanning, technical support or financial planning support role.
• Represent the business professionally and maintain appropriate standards of conduct.
• Apply strong attention to detail to financial analysis, reports and client records.
• Good understanding of financial planning principles, products and the needs of internationally mobile and cross-border clients.
• Ability to assess client information, evaluate options and produce clear technical analysis to support recommendations.
• Ability to prepare accurate, well-structured and client-focused suitability reports, including reports for complex cases.
• Ability to produce and improve clear, professional client reports, meeting materials and internal technical guidance.
• Minimum three years’ 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 technical research.

Preferred

• Additional relevant professional or industry qualification.
• Degree-level education or equivalent professional experience.
• Experience supporting high-net-worth or internationally mobile clients.
• Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
• Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
• Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Relocation

• We welcome applications from candidates currently based in the UK who are looking to relocate to Dubai.
• Please note that Titan Wealth does not provide relocation assistance or cover relocation costs.
• Any candidate applying from outside the UAE must be willing and financially able to fund their own relocation to Dubai.

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.