Hybrid Paraplanner - Wealth Planning & Client Reports

Titan Wealth Holdings Limited; Easter Howgate; Hybrid; GBP 28,000 - 42,000; Full time

Benefits offered by this job

Private medical insurance

Group life insurance

Income protection insurance

Hybrid working

Pension scheme

25 days annual leave

Buy and sell holidays

Office Christmas close

Discretionary bonus

Employee assistance programme

Volunteering days

Flexible benefits

Job summary

Titan Wealth Holdings Limited in the UK is seeking a level 4 qualified Paraplanner for our Edinburgh and Inverurie team. You will provide high-quality technical and report-writing support to advisers, producing tailored suitability reports reflecting client needs, while maintaining templates and models.

Full-time, permanent with a hybrid office-based model in Edinburgh and Inverurie. The role emphasises analysis, cash-flow modelling, and collaboration with planners to deliver outstanding client

Qualifications

• 2+ years industry experience
• Excellent administrative, research, report writing and communication skills
• Excellent analytical skills with a structured, planned approach
• Ongoing CPD to maintain role competency

Responsibilities

• Full analysis of clients' requirements, cash flow modelling and data recording
• Construction of financial planning solutions including investment, retirement, long-term care, tax and IHT planning
• Preparation of letters and reports, liaising with administrators and managing client files
• Preparation of client reviews, updating cash flow models and performance reports
• Servicing client day-to-day needs and coordinating with colleagues and providers

Skills

Experience

Analytical skills

Communication skills

Report writing

Education

Diploma in Financial Planning

Job description

Titan Wealth Holdings Limited in the UK is seeking a level 4 qualified Paraplanner for our Edinburgh and Inverurie team. You will provide high-quality technical and report-writing support to advisers, producing tailored suitability reports reflecting client needs, while maintaining templates and models.

Full-time, permanent with a hybrid office-based model in Edinburgh and Inverurie. The role emphasises analysis, cash-flow modelling, and collaboration with planners to deliver outstanding client