Paraplanner

Titan Wealth Holdings Limited; Ingliston; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Pension scheme

Annual leave 25 days

Private medical insurance

Hybrid working

Discretionary bonus

Employee assistance program

Education support

Volunteer days

Flexible benefits

Job summary

Titan Wealth Group in Edinburgh and Inverurie is expanding its Paraplanning team. This role delivers high-quality technical and report-writing support to advisers, producing tailored suitability reports reflecting client needs, while ensuring templates and models stay accurate and fit for purpose.

Full-time, hybrid/office-based. Requires Level 4 qualification and a Diploma in Financial Planning, with ongoing CPD.

Qualifications

• Excellent administrative, research, report writing and communication skills.
• Excellent analytical skills with a preference for a structured, planned approach.
• Ongoing self-development to maintain CPD for the role.

Responsibilities

• Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
• Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for client files and back office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Client Relationship Building - servicing client's day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
• Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process
• Partners - working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

Skills

Analytical skills

Report writing

Administrative skills

Communication skills

Education

Diploma in Financial Planning

Job description

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

About the role

Our team in Edinburgh and Inverurie is growing!

Are you a level 4 qualified Paraplanner looking for the opportunity of a new challenge?

You’ll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers. Working closely with our Paraplanning team, you’ll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose

Full-time, permanent. Edinburgh Inverurie office-based with a hybrid approach.

Responsibilities

• Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
• Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Client Relationship Building - servicing client's day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
• Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process
• Partners - working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

Requierments

• A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes
• 2 years industry experience - as a minimum
• Excellent administrative, research, report writing and communication skills
• Excellent analytical skills with a preference for working in a structured, planned manner
• Ongoing self-development to maintain appropriate level of CPD for role

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.

Terms

• Competitive salary
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave + public holidays
• Buy and sell holidays up to 5 days
• Office Christmas close (3-days)
• A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
• Hybrid working
• Further education and training support
• Discretionary performance related bonus
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• 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.