Overview

A leading financial advisory firm is seeking a Paraplanner in Dubai to support their Financial Planners. This role involves coordinating with clients to arrange review meetings, preparing written advice reports, and providing technical research services. The Paraplanner will ensure the delivery of high-quality advice, efficiently manage risks, and contribute to the achievement of business targets.

About the Team

The firm's Global Partners Team, dedicated to providing exceptional service to clients, requires the Paraplanner to uphold the highest standards of customer service while assisting across various business functions.

Responsibilities

• Develop and maintain effective relationships with colleagues and clients.


• Contact clients to schedule review meetings.


• Prepare suitability reports under relevant supervision and according to experience.


• Comple...