Wealth Management Coordinator

5 days ago


Dubai, Dubai, United Arab Emirates Skybound Wealth Management Full time
About the Role

Skybound Wealth Management is seeking a skilled Paraplanner to support our Financial Planners in providing exceptional client service. The successful candidate will be responsible for preparing written advice reports, arranging review meetings, and conducting technical research services.

Key Responsibilities:
  1. Assist Financial Planners: Assist Financial Planners by preparing written advice reports, ensuring compliance with regulatory requirements.
  2. Client Communication: Communicate effectively with clients to arrange review meetings, discuss their objectives, and provide tailored advice.
  3. Report Writing: Write suitability reports, summarising key findings and recommendations for clients.
  4. Compliance: Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
  5. System Maintenance: Maintain core systems, ensuring that all tasks are carried out and completed in line with company policy and procedures.
  6. Continuous Improvement: Participate in continuous professional development, staying up-to-date with industry developments and best practices.
Requirements:
  • Education: Strong educational background with a desire to further develop and undertake relevant qualifications.
  • Technical Skills: Proficient IT skills in core Microsoft Office systems.
  • Communication: Excellent verbal and written communication skills with attention to detail.

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