Search Results: 4 vacancies
...Paraplanner UAE
Location: Dubai
Type: Full Time
A leading financial advisory firm is seeking a Paraplanner in Dubai to support their Financial Planners. This role involves coordinating with clients to arrange review meetings preparing written advice reports and...
...engagement.
Ensure that their work undertaken complies with regulatory guidelines issued by the compliance department.
Support the Paraplanners with research and analysis for the preparation of personal financial plans and annual progress meetings.
Attend annual...
Prestige IFA Jobs
Dubai
2 days ago
...bonus scheme
UAE Benefits
Flexible working hours and the option to work from home/ remotely
Full support of an in-house paraplanner
In-house marketing team to support any campaigns you wish to run
In depth training in Repatriation and clients returning with...
Independent Resourcing Consultancy Ltd
Abu Dhabi
5 days ago
...in house with full investment support via Team Asset Management
Online platform (Saxo) – first IFA to have the facility.
Paraplanners
CRM – Wealthcraft/Hubspot; some firms don’t have any admin or CRM tech in-house.
They are multijurisdictional and they now...
Prestige IFA Jobs
Dubai
5 days ago
