Wealth Planner

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.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. <a tabindex="-1" role="link" href="https://titanwealth-my.sharepoint.com/personal/louise_bibb_titanwh_com/Documents/Microsoft%20Copilot%20Chat%20Files/TWI_Job_Description_GWD%20Wealth_Planner.pdf" aria-expanded="false" data-tabster="{"restorer":{"type":1}}" data-stable-ignore="true" data-testid="fl-link">TThe OpportunityThis 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 ResponsibilitiesBuild and develop long-term relationships with an allocated portfolio of clientsDeliver advice and guidance across investments, retirement planning, protection and tax-efficient planning strategiesConduct regular client reviews and support clients in achieving their long-term financial goalsCreate personalised financial plans tailored to individual client circumstancesManage investment portfolios in line with client objectives and company investment strategiesAct as a day-to-day point of contact for clients, providing exceptional ongoing serviceAttend client meetings both independently and alongside senior advisersMaintain accurate client documentation, suitability reports and file notesWork closely with providers, strategic partners and internal stakeholdersEnsure all advice and client records remain compliant with regulatory requirementsContinue developing professional knowledge through training, qualifications and CPD activitiesAbout YouWe're keen to speak with candidates who are passionate about financial planning, relationship building and delivering exceptional client outcomes.Essential RequirementsCISI Level 4 qualified (or equivalent)Minimum one year's experience within the financial services sector in a client-facing or advisory support roleA demonstrable commitment to continued professional developmentStrong communication and relationship-building skillsExcellent attention to detail and organisational abilityA professional, ethical and client-focused approach. Desirable ExperienceWorking towards CISI Level 6 or Chartered statusAdditional industry qualificationsDegree-level educationExperience working with international or expatriate clients. This is more than just a Wealth Planner role. It's an opportunity to accelerate your professional development within a business that is investing heavily in its people, technology and client proposition.You'll benefit from:Exposure to high-net-worth and international clientsOngoing professional development and support towards further qualificationsCollaboration with experienced Wealth Planning Directors and Senior Wealth PlannersA dynamic, fast-growing wealth management business with ambitious growth plansA culture built around accountability, collaboration and delivering outstanding client outcomesOur employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.