Paraplanner

Paraplanner | DIFC, DubaiWe are looking for a technically strong and detail-oriented Paraplanner to join our client's growing team in Dubai.

Location: DIFC, DubaiEmployment: Full-timeExperience: 6+ years

Key Responsibilities

• Support the preparation of financial planning and investment recommendations
• Conduct research and analysis on investment products, funds and portfolios
• Prepare suitability reports, investment proposals and client documentation
• Assist Relationship Managers with fact-finds, financial assessments and risk profiling
• Analyse client objectives, financial circumstances and risk profiles
• Conduct product and fund comparisons and research
• Ensure documentation meets regulatory and internal compliance requirements
• Maintain accurate client records and supporting documentation
• Keep up to date with financial planning, investment and regulatory developments

Key Requirements

Level 4 CII-qualified or equivalent Paraplanner6+ years of relevant paraplanning / financial planning experienceStrong knowledge of UK pension products, pension planning and UK pension regulationsExperience within financial planning, wealth management or investment advisoryStrong understanding of investment products and portfolio constructionExperience working within a regulated financial services environmentExcellent analytical, research and report-writing skillsExperience with international, HNW/UHNW clients and DIFC/DFSA-regulated environments would be advantageous.This is an excellent opportunity for an experienced Paraplanner to join a growing financial services firm, work closely with experienced Relationship Managers and gain exposure to international wealth management solutions.Interested? Please apply below or send your CV to zhatlien.k@kinzahr.com