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Open nowFirst seen 6 days ago

Paraplanner / IFA Administrator

International Recruiters - Connecting Financial Specialists Limited128 open roles

Where
Dubai, United Arab Emirates
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Your applicationOpen nowParaplanner / IFA AdministratorInternational Recruiters - Connecting Financial Specialists Limited · Dubai, United Arab Emirates

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The clock on this job

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12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
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  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: first seen 6 days ago

The posting

Paraplanner / IFA Administrator

Location: Dubai, UAE

Salary: Competitive salary with excellent career development opportunities and comprehensive benefits.

Join a Leading International Wealth Management Firm

Our client, an established international wealth management organisation, is looking for a Paraplanner / IFA Administrator to join its growing Dubai office.

This is an excellent opportunity for an experienced financial services professional who enjoys supporting advisers, delivering exceptional client service and ensuring the smooth administration of financial planning cases from start to finish.

Working within a collaborative and professional environment, you will play a key role in supporting Private Wealth Advisers by preparing high-quality documentation, managing client relationships and ensuring advice is processed accurately and efficiently.

Whether your background is in paraplanning, financial planning administration or client servicing, this role offers genuine long-term career progression within a highly respected international organisation.

The Opportunity

As a Paraplanner / IFA Administrator, you will provide comprehensive technical and administrative support to a team of Private Wealth Advisers, ensuring clients receive an outstanding experience throughout every stage of the financial planning journey.

You will work closely with advisers, compliance, operations and product providers, helping to deliver accurate, compliant and timely financial planning solutions.

Key Responsibilities

Adviser Support

  • Provide day-to-day administrative and technical support to Private Wealth Advisers.
  • Prepare client documentation, suitability reports and financial planning paperwork.
  • Assist advisers in preparing for client meetings, reviews and presentations.
  • Ensure recommendations are accurately documented and processed.

Client Administration

  • Manage new business applications from submission through to completion.
  • Maintain accurate client records using the firm's CRM systems.
  • Liaise with clients, product providers and third parties regarding ongoing cases.
  • Process withdrawals, switches, top-ups, transfers and policy servicing requests.
  • Monitor outstanding requirements and proactively follow up to ensure timely completion.

Financial Planning Support

  • Obtain policy information and valuations.
  • Research products and providers where required.
  • Prepare illustrations, quotations and supporting documentation.
  • Assist with pension, investment, protection and retirement planning cases.
  • Support advisers in delivering holistic financial planning solutions.

Compliance & Quality

  • Ensure all documentation is complete and compliant with regulatory requirements.
  • Carry out pre-submission file checks.
  • Maintain high standards of accuracy and attention to detail.
  • Support internal compliance and audit processes.
  • Assist with ongoing improvements to operational processes and client service standards.

About You

Essential

  • Previous experience within Financial Planning, Wealth Management or Independent Financial Advice.
  • Experience as an IFA Administrator, Financial Planning Administrator, Client Services Executive or Paraplanner.
  • Excellent organisational skills with strong attention to detail.
  • Ability to manage multiple cases and deadlines simultaneously.
  • Strong communication and interpersonal skills.
  • High level of professionalism and client focus.
  • Proficient in Microsoft Office and CRM systems.

Desirable

  • Level 4 Diploma in Financial Planning (completed or working towards).
  • Previous experience supporting Private Wealth Advisers.
  • Experience with international or expatriate financial planning.
  • Knowledge of investments, pensions, protection and retirement planning.
  • Experience working within FCA, DIFC or other regulated financial services environments.
  • Multilingual language skills.

What's on Offer

  • Competitive salary and benefits package.
  • Opportunity to join a growing international wealth management business.
  • Exposure to high-net-worth and internationally mobile clients.
  • Comprehensive training and ongoing professional development.
  • Support towards professional qualifications.
  • Modern technology and integrated systems.
  • Collaborative, supportive and professional working culture.
  • Clear long-term career progression into Senior Paraplanner, Relationship Manager or Financial Adviser roles.

If you are an organised and motivated financial services professional looking to develop your career within international wealth management, we would love to hear from you.

Apply today with your CV for a confidential discussion.

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