Paraplanner Dubai

2 weeks ago

Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

Our client is a borderless independentfinancial advisory consultancy unrelenting in its commitment tosafeguarding its clients financial future. Offering a freshapproach with a dynamic energy that sets it apart from itscompetitors in the offshore marketplace. We have opportunities forfinancial advisory professionals who are you looking to take thenext step in their career with a growing dynamicfirm.

They have quicklyestablished itself as one of the fastest growing independentadvisory companies. Since inception in 2018 with a team of just 5they have grown to over 100 employees across 8 globaloffices.

They now have operations in LondonMalta Sydney Texax and UAE. From these global hubs they manage arapidly growing client base of mostly expatriateclients.

Due to their expansion they are lookingto onboard several specialist roles including defined BenefitTransfer Paraplanners & Pension Transfer Specialists. The rolewill include duties such as.

  • Writingsuitability reports using templates
  • Running andchecking Transfer Value Comparators (TVC)
  • Completing cashflow modelling
  • Communicating with IFAs schemes and clients toobtain missing information

The ideal candidate will be an experiencedParaplanner or Pension Transfer Specialists with recent DefinedBenefit Pension experience with a proven track record in.

  • Writing suitabilityreports
  • TVCExperience
  • Excellent attention to detail andtechnically minded
  • Experience in cashflowmodelling

The idealcandidate will have a minimum of Level 4 Diploma in FinancialPlanning or Equivalent.

A trainee paraplannerwith experience in pensions will also be considered as long asthere is a willingness and ambition to study towards the Level 4Diploma.

Attractive remuneration packageavailable.

Employment Type: Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: AED 13000 -17000

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