Qualified Paraplanner
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Key skills for this role
Role Overview
AOP Capital Ltd is a DIFC-registered and DFSA-regulated multi-family office seeking a qualified Paraplanner in Dubai.
The Paraplanner will support Relationship Managers and internal teams in delivering financial planning and investment solutions to clients.
Key Skills for This Role
Full Job Posting
Role Overview
AOP Capital Ltd is a DIFC-registered and DFSA-regulated multi-family office seeking a qualified Paraplanner in Dubai.
The Paraplanner will support Relationship Managers and internal teams in delivering financial planning and investment solutions to clients.
Company Services
AOP Capital provides financial planning, cash flow analysis, detailed reporting, investment management, diversified strategies, client servicing, and market analysis.
The firm offers exposure to international clients and wealth management solutions.
Compensation
- Compensation will be commensurate with the candidate’s ability to drive and enhance client acquisition.
Financial Planning and Investment Support
- Prepare financial planning and investment recommendations for clients.
- Research and analyze investment products, funds, portfolios, and financial planning solutions.
- Analyze client circumstances, objectives, goals, and risk profiles to support appropriate recommendations.
Client Documentation and Relationship Support
- Prepare client reports, suitability reports, investment proposals, and supporting documentation.
- Assist Relationship Managers with client fact-finds, financial assessments, and risk profiles.
- Provide clear comparisons and analysis from product and fund research.
Compliance and Record Keeping
- Ensure documentation is accurate, complete, and aligned with regulatory and internal compliance requirements.
- Maintain client files and records with appropriate supporting documentation.
- Keep current with financial planning, investment-market, and regulatory developments.
Qualifications and Experience
- Level 4 CII qualified paraplanner with relevant professional qualifications is required.
- A UK qualification is preferred.
- Strong knowledge of UK pension products, pension planning, and relevant UK pension regulations is required.
- Previous paraplanning experience in financial planning, wealth management, or investment advisory is required.
- Experience in a regulated financial services environment is essential.
Skills and Working Style
- Strong understanding of financial planning principles, investment products, and portfolio construction is required.
- Strong analytical and research skills, attention to detail, and ability to interpret financial information are required.
- Ability to work independently and collaborate with Relationship Managers and Operations is required.
- Professionalism, integrity, and confidentiality are required.
What the Company Offers
- The role offers a collaborative and professional working environment.
- The position provides opportunities for professional development and long-term growth.
- The successful candidate will work closely with experienced Relationship Managers and senior financial-services professionals.
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