Financial Planning Specialist
5 days ago
Company Overview: Our client, a dynamic and growing independent financial advisory consultancy, is committed to safeguarding its clients' financial future. With a borderless approach, they offer a fresh perspective that sets them apart from competitors in the offshore marketplace.
The Firm's Growth: Since their inception in 2018 with a team of just 5, they have rapidly expanded to over 100 employees across 8 global offices. Their operations span London, Malta, Sydney, Texas, and the UAE, managing a growing client base of expatriate clients.
Role Responsibilities: The successful candidate will be responsible for duties such as writing suitability reports using templates, running and checking Transfer Value Comparators (TVC), completing cashflow modelling, and communicating with IFAs, schemes, and clients to obtain missing information.
Key Requirements: We are seeking an experienced Paraplanner or Pension Transfer Specialist with recent Defined Benefit Pension experience and a proven track record in writing suitability reports, TVC experience, excellent attention to detail, technical expertise, and experience in cashflow modelling. A minimum Level 4 Diploma in Financial Planning or Equivalent is required.
Additional Information: A trainee paraplanner with experience in pensions will also be considered, provided there is a willingness and ambition to study towards the Level 4 Diploma. Attractive remuneration packages are available for the right candidates.
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Financial Planning Specialist
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Dubai, Dubai, United Arab Emirates The Team Builders FZCO Full timeJob OverviewThe Team Builders FZCO seeks an experienced Financial Planning Specialist to oversee financial planning, reporting, and compliance for a dynamic hospitality group with multiple revenue streams. This role ensures financial accuracy, budget control, and strategic financial guidance to support operational efficiency and business growth.
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Financial Planning Specialist
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Dubai, Dubai, United Arab Emirates Jobtrack Management Services Full timeJob DescriptionThis is an exciting opportunity to join our team as a Financial Planning Specialist. In this role, you will be responsible for developing and implementing financial plans that meet the company's objectives. You will work closely with senior management to identify financial opportunities and challenges, and develop strategies to address them....
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Financial Planning and Reporting Specialist
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Dubai, Dubai, United Arab Emirates Heka Trading Full timeAbout the RoleWe are seeking an experienced Treasury and Financial Planning Specialist to join our team at Heka Trading. The successful candidate will be responsible for overseeing all financial aspects of the business, including treasury functions, fixed assets, insurance, and tax compliance.This is a mid-senior level position that requires 8+ years of...
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Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full timeCompany OverviewOur client, an independent financial advisory consultancy, is dedicated to safeguarding clients' financial futures. With a dynamic and fresh approach, they differentiate themselves in the offshore marketplace.Established in 2018 with just 5 employees, this firm has grown to over 100 staff across 8 global offices, including London, Malta,...
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Dubai, Dubai, United Arab Emirates deVere Group Full timeCompany OverviewdeVere Group is a leading independent financial institution with ambitious plans for expansion, striving to remain at the forefront of independent advice-driven financial planning.We are currently seeking dedicated individuals to join our professional and fully funded Financial Planning programme as entry-level Financial Planning Trainees...
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Financial Planning Specialist
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Dubai, Dubai, United Arab Emirates Client of Michael Page Full timeJob Summary:We are seeking an experienced Financial Analyst to join our team as a Senior Business Analyst - Finance. The successful candidate will be responsible for providing financial planning, analysis, and decision support to enhance business performance.Key Responsibilities:Financial Planning and Analysis: Conduct complex financial analysis, valuations,...
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