Senior Paraplanner | Hybrid, Mentoring & Reports

Titan Wealth; Gateshead; Hybrid; GBP 42,000 - 58,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Pension scheme

25 days annual leave

Office close at Christmas

Life assurance

Health cash plan

Hybrid working

Performance bonus

Employee assistance programme

Job summary

The Titan Wealth Group is seeking a Senior Paraplanner to join our Newcastle area team. You will research and write advice reports, support team training, and maintain paraplanning tools and reference material. Deputise for the team manager when required and coach junior staff.

This role offers a competitive salary, hybrid working, and a pathway to lead paraplanning excellence within the group.

Qualifications

• 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.

Responsibilities

• Draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.
• 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.
• Ensure that the customer experience follows the Group’s defined standards and TCF is always maintained.
• 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.
• 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

Skills

Excellent communication

Organised

Attention to detail

Problem solving

Coaching & mentoring

Numeracy

Team player

Time management

Education

Level 4 Diploma in Financial Planning

Job description

The Titan Wealth Group is seeking a Senior Paraplanner to join our Newcastle area team. You will research and write advice reports, support team training, and maintain paraplanning tools and reference material. Deputise for the team manager when required and coach junior staff.

This role offers a competitive salary, hybrid working, and a pathway to lead paraplanning excellence within the group.