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.

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

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 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.

Core Competencies

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.

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 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.

Essential Qualifications and Experience

• 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.

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.