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Titan Wealth
Paraplanner - Dubai
Titan Wealth
Client Support Manager
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Indirect and Operational Tax Manager
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Savvy Wealth
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Modera Wealth Management
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Stratos Wealth Partners
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Indosuez Wealth Management
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Titan Wealth
Paraplanner - Dubai
Modera Wealth Management
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Skybound Wealth Management
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Stratos Wealth Partners
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Savvy Wealth
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Savvy Wealth
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Aviso Wealth
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Vista Wealth Solutions
Financial Advisor (Fall/Recent Graduates, Early Acceptance)
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$70k - $120k
Vista Wealth Solutions
Financial Advisor (Fall/Recent Graduates, Early Acceptance)
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Skybound Wealth Management
Private Wealth Adviser - Spain
Stratos Wealth Partners
Client Service Associate
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$55k
Savant Wealth Management
Client Discovery Representative
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$65k - $85k
Vista Wealth Solutions
Financial Advisor (Fall/Recent Graduates, Early Acceptance)
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Indosuez Wealth Management
Investment Advisor Portugais/Anglais H/F
Indosuez Wealth Management
VIE
Vista Wealth Solutions
Financial Advisor
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$80k - $200k
atomos wealth
Senior Client Support - Manchester/London
Trajan Wealth
Paid Sr. Social Media Campaign Strategist
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Vista Wealth Solutions
Financial Advisor
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$85k - $180k
Vista Wealth Solutions
Financial Advisor
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Vista Wealth Solutions
Financial Advisor
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$85k - $180k
Savvy Wealth
Senior Advisor Onboarding Manager
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atomos wealth
Client Administrator - Manchester
atomos wealth
Central Operations Manager - Financial Planning
Hoxton Wealth
HR Manager
Aviso Wealth
HR Reporting & Systems Analyst - Workday
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Addition Wealth
Experienced Financial Professional (Canada Only; Professional Designations Required)
Trajan Wealth
Financial Advisor - National Expansion
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$100k - $300k
Trajan Wealth
Investment Analyst/ Trader
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$55k - $60k
Vista Wealth Solutions
Relationship Manager
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$70k - $70k
atomos wealth
Financial Planning Associate - Manchester
Hoxton Wealth
Senior Paraplanner
Hoxton Wealth
Senior Client Service Officer
Aviso Wealth
Superviseure ou superviseur bilingue, Nouveaux comptes, Temporaire
Base Salary:
CA$83k - CA$100k
Savant Wealth Management
Client Services Associate - Grand Blanc, MI
Base Salary:
$57k - $85.5k
Addition Wealth
Experienced Financial Professional (France Only; Professional Designations Required)
Savvy Wealth
Advisory Operations Manager
Base Salary:
$120k - $135k
Titan Wealth
Client Support Manager
Hoxton Wealth
Financial Planner - Partner Buyout Team
Savant Wealth Management
Client Services Associate - Freeport, IL
Base Salary:
$57k - $85.5k
Titan Wealth
Paraplanner
Paraplanner - Dubai
Titan Wealth
21 hours ago Dubai 33 employees
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.
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.
Important Requirements
Please note the following requirements before applying:
- Applicants must hold a recognised Level 4 Diploma in Financial Planning (or equivalent) as a minimum.
- Applicants must already be studying towards Chartered status (or have clear plans to commence Chartered-level qualifications in the near future).
- This role is suited to experienced technical paraplanners who are committed to developing their expertise within financial planning and wealth management.
- Candidates must have experience producing suitability reports, conducting technical research and supporting advisers with complex financial planning cases.
Please note that Titan Wealth does not provide relocation assistance or cover relocation costs. Any candidate applying from outside the UAE must be willing and financially able to fund their own relocation to Dubai.
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.
Our 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.
Titan Wealth
Founded:
2020
Headcount:
33
Industries:
Financial Services
Description:
Titan Wealth is dedicated to providing a fully integrated wealth management service. The company combines funds, technology, and service to streamline wealth management for individual investors, financial advisers, and investment professionals. This approach aims to enhance efficiency and effectiveness in managing wealth. The company offers comprehensive wealth management services, including integrated wealth management and financial planning. By managing all aspects of wealth in one place, Titan Wealth utilizes technology to improve service delivery and investment management. Although specific products are not listed, the focus on integration suggests a variety of financial solutions tailored to client needs. Registered in Jersey, Titan Wealth has a presence in the UK, with its first establishment opening in November 2020. The company operates as a credit and financial institution and provides career opportunities for creative and collaborative individuals, fostering a dynamic work environment.
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