Paraplanning Team Leader

Titanwh; Cardiff; Hybrid; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance post probab

Attractive Employee Pension Scheme (7.

25 days Annual Leave (plus buy andsell

Office Christmas close (3-days)

Life Assurance

Health cash plan

Hybrid working

Discretionary performance related bono

Employee Assistance Programme

And lots of flexible benefits tochoose

Job summary

Titan Wealth is seeking an experienced Paraplanning Team Leader. You will head a multi-site paraplanning team, ensuring quality, consistency, and engagement while shaping the function’s future.

Based in Bristol or Cardiff with travel to other sites, you’ll collaborate with Financial Planners, Client Support, and senior management to optimise workloads and outcomes. The role emphasizes leadership, coaching, and process improvement within a regulated financial services environment, with a focus on

Qualifications

• Level 4 qualified in financial planning.
• Previous paraplanner or similar role in 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.

Responsibilities

• Lead, coach and develop a team of Paraplanners across multiple locations.
• Manage workload allocation and capacity planning to maintain service standards.
• Maintain high standards of paraplanning output and report quality.
• Act as escalation point for technical and complex planning queries.
• Promote a right first time approach and drive continuous improvement in quality.
• Develop processes and MI to monitor team performance.
• Build strong relationships with Financial Planners and Client Support teams.

Skills

Leadership

Coaching

Mentoring

Stakeholder management

Analytical

Attention to detail

Time management

Communication

Education

Level 4 qualified in financial planning

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.

Titan Wealth is continuing to invest in and strengthen its Paraplanning function and is seeking an experienced Paraplanning Team Leader to lead a growing team through an exciting period of development and transformation. This role will be based in either our Bristol or Cardiff office with travel to other sites.

This is an opportunity for an accomplished people manager to take ownership of a multi-site Paraplanning team, driving quality, consistency, performance and engagement whilst helping to shape the future of the function.

You’ll be responsible for leading a team of Paraplanners across multiple locations, providing day‑to‑day leadership, coaching and operational oversight. Working closely with Financial Planners, Client Support teams and senior management, you’ll ensure workloads are effectively managed, service levels are maintained and team members are supported to reach their full potential.

The role will play a key part in embedding best practices, developing processes and creating a high‑performing culture focused on quality, collaboration and continuous improvement.

Team Leadership & Development

• Lead, coach and develop a team of Paraplanners across multiple locations.
• Conduct regular one‑to‑ones, performance reviews and development discussions.
• Provide ongoing mentoring, support and constructive feedback.
• Foster a positive, collaborative and high‑performance team culture.
• Identify and nurture future talent within the function.

Workload & Resource Management

• Oversee the daily allocation of work across the team.
• Manage capacity planning and prioritisation to ensure service standards are maintained.
• Monitor workloads and resource requirements across the function.
• Support business growth by ensuring the team is appropriately structured and resourced.

Quality Assurance & Technical Oversight

• Maintain high standards of paraplanning output and report quality.
• Conduct first‑line quality reviews and identify coaching opportunities.
• Act as an escalation point for technical and complex planning queries.
• Promote a \"right first time\" approach and drive continuous improvement in quality standards.
• Ensure all work complies with FCA requirements and internal policies.

Process Improvement & MI

• Develop and utilise management information to monitor team performance and productivity.
• Identify opportunities to improve efficiency, consistency and service delivery.
• Support the implementation of new processes and ways of working.
• Help embed the Titan Wealth approach across newer team members and recently established teams.

Stakeholder Management

• Build strong relationships with Financial Planners, Client Support teams and wider business functions.
• Act as a key liaison between departments to drive collaboration and improve client outcomes.
• Support the delivery of a seamless end‑to‑end financial planning service.

• 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.

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.