Paraplanner – Wealth Planning Specialist (Hybrid)

Titan Wealth Holdings Limited; Standish; Hybrid; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

25 days annual leave

Training and development support

Discretionary bonus

Job summary

Titan Wealth Group in Standish (Wigan) is seeking a Paraplanner to support Financial Planners by delivering high-quality research, suitability reports, and technical planning support, across pensions, investments, protection, retirement and estate planning.

You will work with advisers and administrators, manage case load, ensure compliant processes, and contribute to excellent client outcomes through precise analysis and coaching.

Qualifications

• 1+ years’ experience in a Paraplanning role in a similar environment.
• Level 4 Diploma in Financial Planning.
• Experience with IT systems that support paraplanning services.
• 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 Financial Planner, ensuring compliance and accuracy.
• Liaise with Financial Planners to collect complete information for advice.
• Interpret adviser meetings and prepare suitable recommendations with accuracy and care.
• Provide guidance to advisers on cases to support good outcomes.
• Maintain customer experience in line with group standards and TCF.

Skills

Communication

Organisation

Attention to detail

Problem solving

Coaching

Teamwork

Numeracy

Deadline management

Decision making

Analytical mind

Time management

Education

Level 4 Diploma in Financial Planning

Tools

Paraplanning software

Job description

Titan Wealth Group in Standish (Wigan) is seeking a Paraplanner to support Financial Planners by delivering high-quality research, suitability reports, and technical planning support, across pensions, investments, protection, retirement and estate planning.

You will work with advisers and administrators, manage case load, ensure compliant processes, and contribute to excellent client outcomes through precise analysis and coaching.