Wealth Planner
At Titan Wealth International (TWI), we are looking for an ambitious and client-focused Wealth Planner to join our expanding Global Wealth Division in Dubai. Working with high-net-worth clients, you'll help deliver tailored financial planning solutions whilst developing your technical expertise alongside experienced advisers and industry specialists. T
The Opportunity
This is an excellent opportunity for an adviser who has already established a foundation within financial planning and is looking to further develop their advisory career within an international environment.
As a Wealth Planner, you'll manage your own portfolio of clients whilst supporting the implementation, review and ongoing management of financial strategies. You'll work closely with Senior Wealth Planners and Wealth Planning Directors, gaining exposure to complex client cases and developing your technical knowledge across a broad range of financial planning disciplines.
Key responsibilities
- Build and develop long-term relationships with an allocated portfolio of clients.
- Deliver advice and guidance across investments, retirement planning, protection and tax-efficient planning strategies.
- Conduct regular client reviews and support clients in achieving their long-term financial goals.
- Create personalised financial plans tailored to individual client circumstances.
- Manage investment portfolios in line with client objectives and company investment strategies.
- Act as a day-to-day point of contact for clients, providing exceptional ongoing service.
- Attend client meetings both independently and alongside senior advisers.
- Maintain accurate client documentation, suitability reports and file notes.
- Work closely with providers, strategic partners and internal stakeholders.
- Ensure all advice and client records remain compliant with regulatory requirements.
- Continue developing professional knowledge through training, qualifications and CPD activities.
About you
- CISI Level 4 qualified (or equivalent).
- Minimum one year's experience within the financial services sector in a client-facing or advisory support role.
- A demonstrable commitment to continued professional development.
- Strong communication and relationship-building skills.
- Excellent attention to detail and organisational ability.
- A professional, ethical and client-focused approach.
- Working towards CISI Level 6 or Chartered status.
- Additional industry qualifications.
- Degree-level education.
- Experience working with international or expatriate clients.
We're keen to speak with candidates who are passionate about financial planning, relationship building and delivering exceptional client outcomes.