Paraplanner: Research, Reports & Compliance Lead

Titan Wealth; Standish; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Pension scheme

Hybrid working

25 days annual leave

Private medical insurance

Life insurance

Income protection

Education & training support

Bonus

Job summary

Titan Wealth is seeking a Paraplanner to support Financial Planners through high-quality technical research, suitability report writing and planning support. You will collaborate with advisers and administrators to deliver robust, compliant advice across pensions, investments, protection, retirement and estate planning.

This hybrid role is based in Standish, with opportunities for professional development and exposure to a broad range of planning areas.

Qualifications

• 1+ years’ experience in a Paraplanning role in a similar environment.

Responsibilities

• Draft suitability reports with guidance from the Financial Planner and ensure compliance.
• Liaise with Financial Planners to ensure information is complete for advice.
• Interpret adviser meetings and prepare suitable recommendations with accuracy.

Skills

Paraplanning

Analytical thinking

Coaching/Mentoring

Team collaboration

Education

Level 4 Diploma in Financial Planning

Tools

IT systems proficiency

Job description

Titan Wealth is seeking a Paraplanner to support Financial Planners through high-quality technical research, suitability report writing and planning support. You will collaborate with advisers and administrators to deliver robust, compliant advice across pensions, investments, protection, retirement and estate planning.

This hybrid role is based in Standish, with opportunities for professional development and exposure to a broad range of planning areas.