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Paraplanner for Advisory Firms

1 week ago


Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

About the Role

We are seeking a highly motivated and organized Paraplanner to join our team. As a Defined Benefit Transfer Paraplanner & Pension Transfer Specialist, you will play a vital role in delivering exceptional service to our clients.

Your main responsibilities will include:

  • Preparing and presenting financial data and reports
  • Analyzing complex financial scenarios and providing recommendations
  • Developing and maintaining relationships with clients and stakeholders
  • Staying up-to-date with industry developments and best practices

To excel in this position, you will require:

  • Excellent analytical and problem-solving skills
  • Strong written and verbal communication skills
  • Ability to work independently and as part of a team
  • Proficiency in financial software and systems