Paraplanner (The Fry Group)

Dubai

The Fry Group

Job Description

Who are we


Our core purpose is to help people achieve financial freedom. From eight offices across the world, our award-winning team of experts help thousands of people with all aspects of tax, estate and financial planning from the completion of UK annual Tax Returns and the setting up of a valid UK Will to dealing with complex tax mitigation structures and designing a range of investment portfolios.


In 2021, we were delighted to be placed 5th in FT Adviser’s Top 100 Financial Advisers – a significant accolade that we are extremely proud of. In 2020, we were announced as winners in the International Adviser Best Practice Awards, achieving Overall Global Best Adviser, Best Adviser by Region in Europe, Excellence in Business Strategy in the UK and Excellence in Marketing in South East Asia.


These achievements reflect the quality of advice and professionalism of our team, who work exceptionally hard to establish successful and trusted long-term client relationships based on our core values.


The Fry Group is a signatory of the HM Treasury Women in Finance Charter demonstrating our commitment to playing our part in building a more balanced and fair financial service industry. We pledge to promote gender diversity in the workplace and to supporting women’s progression into senior roles.


We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion, belief, sexual orientation or age.


About the role


You will be focused on providing suitable support and assistance in aspects of the advice processes of the firm, including adherence with all the related processes, policies and procedures within the firm. You will have the opportunity to work in a supportive team environment where progression is strongly supported.


  • Sitting in on client meetings when required.

  • Research and analysis, including the preparation of risk calculators and cash flow modelling to help identify suitable solutions to meet our clients needs.

  • Preparation of draft suitability reports to be discussed and agreed with the Financial Planners, ensuring that all recommendations are in line with any internal guidance/procedures.

  • Researching investment funds and asset allocation modelling using FE Analytics.

  • Liaising with external companies and fund managers for client specific and/or product information.

  • Preparation of client Annual Reviews.

  • Ensuring essential tasks and activities are created and monitored on a regular basis.

  • Adherence to departmental and company procedures and any key performance indicators (KPIs)

  • Understanding and demonstrating adherence to all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.

  • Following the principles and rules of the Dubai Financial Services Authority (DFSA) and the internal requirements set out in Fry's Compliance Manual


Essential Criteria


  • Level 4 qualification or working towards

  • Good working knowledge of Microsoft programs

  • Proven communicational skills both verbal and written

  • Attention to detail

  • Good team player with the self discipline to work on your own when required

  • Ability to work to strict deadlines


Benefits


  • 30 days holiday

  • Christmas/Birthday holiday

  • Pension Scheme

  • Permanent Health Insurance

  • Private Medical Insurance

  • Life Insurance

  • Agile working

  • Family Friendly benefit enhancements


Location


You will be based at our Dubai office - relocation assistance will be provided.


Contact


To apply for the role please visit our website https://www.thefrygroup.co.uk/careers/