Paraplanner

Titan Wealth; Gateshead; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

Pension scheme

Annual leave 25 days

Life Assurance

Health cash plan

Hybrid working

Bonus

Employee Assistance Programme

Job summary

Titan Wealth Group in the Newcastle area is seeking a Paraplanner to draft suitability reports, support advisers, and maintain paraplanning tools. The role combines research, training support, and management of client data, with a focus on accuracy and compliance.

The ideal candidate will have at least 1 year of paraplanning experience, a Level 4 Diploma in Financial Planning, and familiarity with FCA COB rules. Hybrid working and a competitive benefits package are offered.

Qualifications

• 1+ years’ experience in a Paraplanning role in a similar environment.
• Experience with IT systems that support this service.
• High level of technical knowledge across the full range of advice.
• High-level understanding of FCA COB rules.

Responsibilities

• Draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements
• Liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given
• Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care
• Provide guidance to advisers on aspects of specific cases to support good consumer outcomes
• To ensure that the customer experience follows the Group’s defined standards and TCF is always maintained
• To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent data quality and compliant performance in the job role
• Update workflow records to facilitate the production of accurate management information in a timely manner
• Manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow
• Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality
• Ensure effective communication with CS, advisers, and other colleagues to ensure a great customer experience
• To run own case load efficiently and keep all own case records and files up to date and to departmental required standards
• To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate
• To obtain illustrations and Key Features documentation in support of recommendations to clients
• Ensure technical knowledge and general industry knowledge is always maintained
• Providing coaching, mentoring, or training support for Paraplanners
• Being a model of excellence and Group process adherence
• Proactively identify opportunities to improve paraplanning process

Skills

Paraplanning

Attention to detail

Numeracy

Communication

Coaching

Education

Level 4 Diploma in Financial Planning

Tools

IT systems

Job description

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.

As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

We are interested in speaking with individuals based in Newcastle for this position!

The main purpose of this role is research and write advice reports, support training and development of the team, and to take an active role in maintaining paraplanning tools and reference material.

We offer a competitive hybrid working pattern for this Paraplanning role.

We are looking for individuals who hold their level 4 diploma (or very close to obtaining) as a minimum.

Responsibilities

• To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements
• To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given
• Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care
• Provide guidance to advisers on aspects of specific cases to support good consumer outcomes
• To ensure that the customer experience follows the Group’s defined standards and TCF is always maintained.
• To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent data quality and compliant performance in the job role
• Update workflow records to facilitate the production of accurate management information in a timely manner
• Manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow
• Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality
• Ensure effective communication with CS, advisers, and other colleagues to ensure a great customer experience
• To run own case load efficiently and keep all own case records and files up to date and to departmental required standards
• To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate
• To obtain illustrations and Key Features documentation in support of recommendations to clients
• Ensure technical knowledge and general industry knowledge is always maintained
• Providing coaching, mentoring, or training support for Paraplanners
• Being a model of excellence and Group process adherence
• Proactively identify opportunities to improve paraplanning process

Critical Skills

• Excellent written and oral communication skills
• Methodical and highly organised
• Accurate with good attention to detail
• Complex problem solving
• Coaching and mentoring
• Ability to liaise with colleagues in an articulate and pleasant manner
• High degree of numeracy
• Enthusiasm
• Accuracy
• Ability to work under pressure and manage own workload
• Ability to work as part of a team and to learn new skills/knowledge
• Excellent standard of written and verbal communication
• Good decision-making skills
• Analytical mind and excellent attention to detail
• Excellent time management skills with an ability to work to deadlines

Experience Required

• 1+ years’ experience in a Paraplanning role in a similar environment
• Level 4 Diploma in Financial Planning
• Experience of working with IT systems that support this service
• High level of technical knowledge across the full range of advice
• High-level understanding of FCA COB rules

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits

• Competitive salary
• Private Medical Insurance post probation
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave (plus buy and sell up to 5 days)
• Office Christmas close (3-days)
• Life Assurance
• Health cash plan
• Hybrid working
• Discretionary performance related bonus
• Employee Assistance Programme
• And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.