Paraplanner - Relocation to Dubai from UK
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.
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. This role requires a proactive and detail-focused individual with strong technical knowledge, sound judgement and a commitment to continuous professional development.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.
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.
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