Paraplanning Team Leader

Titan Wealth Holdings Limited; Bristol; On-site; GBP 50,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

Pension scheme

25 days annual leave

Christmas close

Life Assurance

Health cash plan

Hybrid working

Discretionary bonus

Employee Assistance

Job summary

Titan Wealth Holdings Limited is expanding its paraplanning leadership, seeking a manager to guide a geographically distributed team delivering high-quality paraplanning support to Independent Financial Advisers and clients.

The role is hybrid, with 3 days in the Bristol office and 2 days remote, requiring proven line management and the ability to steer the team through mergers and acquisitions.

Qualifications

• Experience leading paraplanning teams and coaching performance.
• Strong knowledge of financial planning concepts and FCA regulations.
• Excellent IT, written and verbal communication skills.
• Ability to manage workload and improve processes.

Responsibilities

• Lead and develop a high-performing paraplanning team.
• Oversee daily workload and task allocation to meet deadlines.
• Ensure quality and FCA compliance of paraplanner output.
• Support technical queries and research for client recommendations.
• Identify and implement process improvements for efficiency.
• Collaborate with advisers and management to align goals.

Skills

Paraplanner management

Leadership

Financial planning

Regulatory knowledge

Communication skills

Education

Level 4 financial planning qualification

Tools

Office 365

CRM systems

MS Excel

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.

To lead and mentor the paraplanning team, geographically spread, ensuring the timely and accurate delivery of high-quality paraplanning support to Independent Financial Advisers (IFAs) and clients, while upholding company procedures and regulatory standards.

The role is Hybrid, 3 days from the Bristol office, 2 days can be home-based.

The ideal candidate will have proven experience in direct line management of paraplanners (essential), including performance management, and ability to guide the team through a period ofchange, particularly in the context of mergers and acquisitions (M&A).

The successful candidate will possess strong leadership qualities, such as: integrity, positive ambassador, ability to elevate others when times are tough, self-awareness, compassion, empathy and buckets of resilience.

Team Leadership & Development:

• Recruit, train, and develop a high-performing team of paraplanners.


• Provide ongoing coaching, mentoring, and performance feedback to foster individual growth and team cohesion.


• Run regular team meetings to ensure clear communication and set goals.

Workload Management:

• Oversee and manage the daily workflow and task allocation for the paraplanning team.


• Prioritize work queues to meet deadlines and ensure efficient completion of tasks.

Quality Assurance & Compliance:

• Conduct first-line checks on the quality of paraplanner reports and output.


• Ensure all work complies with company policies, procedures, and Financial Conduct Authority (FCA) regulations.


• Monitor error rates and implement training to promote a \"right first time\" approach.

Technical Support & Expertise:

• Act as a referral point for technical queries, supporting the team with complex cases.


• Potentially contribute to paraplanning by assisting with research, product analysis, and report preparation for client recommendations.

Process Improvement:

• Identify opportunities to refine procedures, processes, and systems to enhance efficiency and quality.


• Implement improvements to streamline operations and enhance client service delivery.

Collaboration & Communication:

• Foster a culture of open communication and collaboration within the team and with other departments.


• Serve as a key liaison between the paraplanning team, Financial Advisers, and other management.

Skills and Qualifications:

• Level 4 qualified in financial planning


• Previous experience as a paraplanner or in a similar support role within a financial services firm.


• Strong understanding of financial planning concepts, products, and regulatory requirements (e.g., FCA).


• Excellent IT, written, and verbal communication skills.


• Proven leadership, coaching, and mentoring abilities.


• Strong organizational and time management skills.


• Ability to analyse technical information and ensure attention to detail.


• A proactive and collaborative mindset.

Titan Behaviours:

• Commercial Awareness


• Innovation


• Collaboration


• Team contribution


• Professionalism

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.