The Role
Provides technical and administrative paraplanning support to wealth planners serving international and cross-border clients. Responsibilities include researching financial planning options, preparing compliant suitability reports, reviewing client information, conducting technical checks, maintaining accurate client files, monitoring regulatory and market developments, and supporting continuous improvement of advice processes. The role requires strong financial planning knowledge, attention to detail, regulatory awareness, CRM proficiency, and experience handling complex investment, retirement, tax-efficient investment, and trust-planning cases.
Summary Generated by Built In
Titan Wealth International is a leading provider of expat financial advice and wealth management, specialising in cross-border advice.
As the only international firm with dual accreditation, as a CISI Chartered Status firm and a CII International Professional Partner Partner Firm, we are committed to delivering trusted advice and the highest standards of service to achieve the best outcomes for our clients.
Whether you’re pursuing long-term financial goals or navigating complex regulations, Titan Wealth International provides clear, informed guidance tailored to your needs. With transparent fees and a commitment to lasting relationships, our mission is to empower you with effective financial solutions.
The Paraplanner will work as part of the Global Wealth Division (GWD), the international wealth management division serving clients across multiple jurisdictions. The role will provide high-quality technical and administrative support to Wealth Planners and the wider client-facing team, contributing to the preparation of clear, accurate and suitable financial planning recommendations that meet client needs, internal standards and applicable regulatory requirements.
The successful candidate will undertake detailed research and analysis, prepare suitability reports and supporting documentation, and help ensure client files are complete and maintained to a consistently high standard. They will work collaboratively with advisers and other colleagues across GWD to support an efficient and positive client experience.
This role requires a proactive and detail-focused individual with strong technical knowledge, sound judgement and a commitment to continuous professional development.
The successful candidate will undertake detailed research and analysis, prepare suitability reports and supporting documentation, and help ensure client files are complete and maintained to a consistently high standard. They will work collaboratively with advisers and other colleagues across GWD to support an efficient and positive client experience.
This role requires a proactive and detail-focused individual with strong technical knowledge, sound judgement and a commitment to continuous professional development.
Important Requirements
Please note the following requirements before applying:
- Applicants must hold a recognised Level 4 Diploma in Financial Planning (or equivalent) as a minimum.
- Applicants must already be studying towards Chartered status (or have clear plans to commence Chartered-level qualifications in the near future).
- This role is suited to experienced technical paraplanners who are committed to developing their expertise within financial planning and wealth management.
- Candidates must have experience producing suitability reports, conducting technical research and supporting advisers with complex financial planning cases.
Please note that Titan Wealth does not provide relocation assistance or cover relocation costs. Any candidate applying from outside the UAE must be willing and financially able to fund their own relocation to Dubai.
Key Responsibilities
- Provide high-quality paraplanning support to Wealth Planners and the wider GWD team.
- Undertake detailed research and analysis to support appropriate financial planning recommendations for clients.
- Prepare clear, accurate and compliant suitability reports, including reports involving complex investment, retirement, tax-efficient investment and trust-planning considerations.
- Review client information and supporting documentation, identifying any gaps or further information required before recommendations are finalised.
- Complete technical and suitability checks on cases in line with internal standards and applicable regulatory requirements.
- Work closely with Wealth Planners to ensure recommendations accurately reflect each client’s objectives, circumstances, attitude to risk and agreed financial plan.
- Maintain complete and accurate client records within the company’s systems and ensure all relevant documentation is stored appropriately.
- Support the development and consistent application of GWD advice processes, report templates and technical standards.
- Keep up to date with relevant regulatory, tax, product and market developments, and share relevant updates with the GWD team.
- Contribute to the continuous improvement of client materials, internal guidance and working practices across GWD.
- Build effective working relationships with colleagues, product providers and other relevant third parties to support timely case progression.
Core Competencies
Experience: Proven experience in a paraplanning, technical support or financial planning support role.
Professionalism: Represent the business professionally and maintain appropriate standards of conduct.
Accuracy: Apply strong attention to detail to financial analysis, reports and client records.
Time Management: Prioritise work effectively, manage competing deadlines and progress cases efficiently.
Communication: Communicate clearly and professionally in writing and verbally with colleagues and relevant third parties.
Integrity and Ethical Behaviour: Act fairly, honestly and professionally in all business dealings, with client interests at the centre of the work.
Partnership and Teamwork: Build effective working relationships across GWD and the wider business and contribute positively as part of a team.
Decision-Making: Apply sound judgement, raise concerns promptly and take responsibility for the quality of work produced.
Adaptability: Respond positively to changing priorities, processes and regulatory requirements.
Continuous Learning: Maintain and develop technical knowledge through ongoing learning and professional development.
Technical Competencies
Financial Planning Knowledge: Good understanding of financial planning principles, products and the needs of internationally mobile and cross-border clients.
Research and Financial Analysis: Ability to assess client information, evaluate options and produce clear technical analysis to support recommendations.
Suitability Report Writing: Ability to prepare accurate, well-structured and client-focused suitability reports, including reports for complex cases.
Regulatory Compliance: Working knowledge of the laws, regulations and internal standards relevant to the role, with the ability to apply them consistently.
Risk and File Quality: Ability to identify missing information, inconsistencies and potential risks, and to escalate matters appropriately.
Client Relationship Management Systems: Confidence using client relationship management systems to maintain accurate records, track case progress and manage documentation.
Data Management: Strong data-entry and record-keeping skills, with close attention to accuracy and confidentiality.
Written and Presentation Materials: Ability to produce and improve clear, professional client reports, meeting materials and internal technical guidance.
Essential Qualifications and Experience
- Minimum three years’ experience in a paraplanning, technical support or financial planning role.
- Level 4 qualification from a recognised financial services professional body.
- Experience supporting international financial planning clients and advisers.
- Strong experience preparing suitability reports and technical research.
Desirable Qualifications and Experience
- Additional relevant professional or industry qualification.
- Degree-level education or equivalent professional experience.
- Experience supporting high-net-worth or internationally mobile clients.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Skills Required
- Minimum three years' experience in a paraplanning, technical support, or financial planning role
- Recognised Level 4 Diploma in Financial Planning or equivalent qualification
- Already studying towards Chartered status or committed to commencing Chartered-level qualifications soon
- Experience supporting international financial planning clients and advisers
- Strong experience preparing suitability reports and conducting technical research
- Experience producing reports for complex investment, retirement, tax-efficient investment, and trust-planning cases
- Additional relevant professional or industry qualification
- Degree-level education or equivalent professional experience
- Experience supporting high-net-worth or internationally mobile clients
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The Company
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
