Paraplanner

We are seeking a highly organized and detail-oriented Paraplanner to support our team of Independent Financial Advisors (IFAs). The Paraplanner will play a key role in the financial planning process by conducting thorough research, preparing high-quality reports, and ensuring compliance with UK financial regulations. This role is ideal for someone with strong analytical skills, a keen understanding of financial products, and a passion for delivering exceptional service.

**Key Responsibilities**:

- **Research and Analysis**:

- Conduct comprehensive research on financial products, investments, tax planning strategies, pensions, and other financial solutions relevant to clients’ needs.
- Analyze client information, financial data, and existing portfolios to recommend suitable financial solutions.
- **Report Preparation**:

- Prepare detailed and accurate reports, including suitability letters, financial plans, and cash flow forecasts, tailored to individual client circumstances.
- Collaborate with IFAs to ensure that all reports align with the client's objectives and comply with regulatory requirements.
- **Client Documentation**:

- Assist in drafting and preparing client-facing documentation and ensure all required documents are gathered for compliance purposes.
- Liaise with providers to obtain necessary information, quotations, and policy details.
- **Compliance and Regulations**:

- Ensure all reports and recommendations comply with the Financial Conduct Authority (FCA) regulations and company compliance procedures.
- Stay up to date with changes in financial legislation and taxation, ensuring the advice provided remains current and compliant.
- **Collaboration**:

- Work closely with the IFAs to understand client needs and support them in delivering professional financial advice.
- Liaise with clients, as required, to clarify any details and provide updates on the progress of their financial plans.

**Key Requirements**:

- Previous experience as a Paraplanner or in a similar role within a financial planning or advisory environment.
- In-depth knowledge of financial products, including investments, pensions, tax planning, and protection.
- Familiarity with UK financial services regulations, especially FCA guidelines.
- Excellent analytical, research, and numerical skills.
- Strong written and verbal communication skills, with the ability to explain complex financial information in a clear and concise manner.
- Proficiency in financial planning software and Microsoft Office Suite (Excel, Word, etc.).
- Ability to manage multiple tasks and work to tight deadlines.

**Qualifications**:

- Diploma in Financial Planning (DipPFS) or working towards it.
- Additional qualifications, such as the Chartered Financial Planner status (or desire to pursue), will be advantageous.

**What We Offer**:

- Competitive salary and benefits package.
- Opportunity for career development and progression.
- Flexible working environment with options for remote work

Pay: AED7,000.00 - AED12,000.00 per month

**Experience**:

- Financial Services: 2 years (preferred)