Paraplanner - Dubai

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.

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: Apply strong attention to detail to financial analysis, reports and client records.

 

Time Management: 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.

 

Integrity and Ethical Behaviour: Act fairly, honestly and professionally in all business dealings, with client interests at the centre of the work.

 

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.

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 analysis to support recommendations.

Suitability Report Writing: Ability to prepare accurate, well-structured and client-focused suitability reports, including reports for complex cases.

Regulatory Compliance: Working knowledge of the laws, regulations and internal standards relevant to the role, with the ability to apply them consistently.

Risk and File Quality: Ability to identify missing information, inconsistencies and potential risks, and to escalate matters appropriately.

Client Relationship Management Systems: Confidence using client relationship management systems to maintain accurate records, track case progress and manage documentation.

Data Management: Strong data-entry and record-keeping skills, with close attention to accuracy and confidentiality.

Written and Presentation Materials: Ability to produce and improve clear, professional client reports, meeting materials and internal technical guidance.