Paraplanner

Titan Wealth Holdings Limited; Lancashire; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Competitive salary

Pension scheme

25 days annual leave

Buy and sell holidays

Office close at Christmas

Private medical insurance

Group life insurance

Income protection

Hybrid working

Education support

Bonus potential

Employee assistance

Volunteer days

Job summary

Titan Wealth Group seeks a proactive Paraplanner to support Financial Planners with technical research, suitability report writing, and planning support. You will collaborate with advisers and administrators, ensuring compliant, robust advice and high-quality client outcomes across pensions, investments, protection and retirement planning.

The role is hybrid (Standish - Wigan), offering development opportunities, coaching and a focus on data quality, workflow efficiency and excellent customer

Qualifications

• 1+ years' paraplanning experience in a similar environment.
• Level 4 Diploma in Financial Planning.
• 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.
• Liaise with Financial Planners to ensure complete information for advice.
• Interpret adviser meetings and prepare suitable recommendations.
• Provide coaching and mentoring to paraplanners.
• Ensure compliance and data quality across processes.
• Update workflow records for accurate management information.
• Manage workloads and reflect capacity in the workflow.
• Promote best practice for adviser support and client processes.
• Communicate effectively with CS, advisers and colleagues.
• Run own case load and maintain accurate case records.

Skills

Excellent communication

Organised

Attention to detail

Numeracy

Team player

Coaching

Education

Level 4 Diploma in Financial Planning

Tools

Paraplanning software

IT systems

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.

As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support.

You will work closely with advisers and administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust.

This role offers exposure to a broad range of financial planning areas including pensions, investments, protection, retirement planning and estate planning.

This is a hybrid working role in our Standish - Wigan office (3 days in the office and 2 from home).

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.

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.