Hybrid Paraplanner - Wealth Planning & Reports

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

Benefits offered by this job

Competitive salary

Pension scheme

25 days annual leave

Buy and sell holidays

Office close during Christmas

Private medical insurance

Group life insurance

Income protection insurance

Hybrid working

Education and training support

Discretionary bonus

Employee Assistance Programme

Voluntary work days

Job summary

Titan Wealth Holdings Limited in Edinburgh/Inverurie is seeking a level 4 qualified Paraplanner to support advisers by producing high-quality tailored suitability reports and maintaining up-to-date templates and models. You will work with the Paraplanning team to deliver an outstanding client experience, perform cash flow modelling, and ensure compliance while benefiting from a hybrid working arrangement.

The role is full-time and office-based with hybrid working; opportunities for professional

Qualifications

• 2 years industry experience minimum.
• Diploma in Financial Planning required; stay updated on compliance/regulatory changes.

Responsibilities

• Full analysis of client requirements and cash flow modelling.
• Construction of financial planning solutions (investment, retirement, long-term care, tax and IHT).
• Preparation of letters and reports, liaising with administrators.
• Prepare client reviews and update cash flow models and investment performance reports.
• Maintain client relationships and coordinate with colleagues and external advisers.

Skills

Analytical skills

Administrative skills

Report writing

Communication skills

Education

Diploma in Financial Planning

Job description

Titan Wealth Holdings Limited in Edinburgh/Inverurie is seeking a level 4 qualified Paraplanner to support advisers by producing high-quality tailored suitability reports and maintaining up-to-date templates and models. You will work with the Paraplanning team to deliver an outstanding client experience, perform cash flow modelling, and ensure compliance while benefiting from a hybrid working arrangement.

The role is full-time and office-based with hybrid working; opportunities for professional