Wealth Planner

About the role

Titan Wealth International is seeking an ambitious, client‑focused Wealth Planner to join its Global Wealth Division in Dubai. You will work with high‑net‑worth and expatriate clients, delivering tailored financial planning solutions while developing your technical expertise alongside senior advisers.

Key responsibilities

• Build and develop long‑term relationships with an allocated portfolio of clients.
• Deliver advice across investments, retirement planning, protection and tax‑efficient strategies.
• Conduct regular client reviews and support clients in achieving long‑term financial goals.
• Create personalised financial plans tailored to individual circumstances.
• Manage investment portfolios in line with client objectives and company strategies.
• Act as the day‑to‑day point of contact, providing exceptional ongoing service.
• Attend client meetings independently and alongside senior advisers.
• Maintain accurate client documentation, suitability reports and file notes.
• Work closely with providers, strategic partners and internal stakeholders.
• Ensure all advice and records remain compliant with regulatory requirements.
• Continue developing professional knowledge through training, qualifications and CPD.

Required profile

• CISI Level 4 qualified (or equivalent).
• Minimum one year of experience in a client‑facing or advisory support role within financial services.
• Demonstrable commitment to continued professional development.
• Strong communication and relationship‑building skills.
• Excellent attention to detail and organisational ability.
• Professional, ethical and client‑focused approach.

Required skills

• Financial Planning
• Retirement planning
• Tax‑efficient planning strategies

What we offer

• Exposure to high‑net‑worth and international clients.
• Ongoing professional development and support towards further qualifications.
• Collaboration with experienced Wealth Planning Directors and Senior Wealth Planners.
• Dynamic, fast‑growing wealth management business with ambitious growth plans.
• Culture built around accountability, collaboration and delivering outstanding client outcomes.