Senior Paraplanner — Hybrid Wealth Planning & Mentoring

Titan Wealth Holdings Limited; Gateshead; Hybrid; GBP 38,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

Pension scheme (7.5% employer)

25 days Annual Leave (plus buy/sell 5)

Office close at Christmas

Life Assurance

Health cash plan

Hybrid working

Performance related bonus

Employee Assistance Programme

Flexible benefits

Job summary

Titan Wealth Holdings Limited is seeking a Senior Paraplanner to join its Newcastle-based paraplanning team. You will research and write advice reports, support training, and maintain paraplanning tools while deputising for the team manager as needed.

The role offers a competitive salary, private medical insurance, a strong pension, 25 days annual leave with buy/sell, and a hybrid working pattern. Suitable for experienced paraplanners seeking progression.

Qualifications

• Excellent written and oral communication.
• Methodical and highly organised.
• Accurate with good attention to detail.
• Coaching and mentoring abilities.
• Ability to liaise with colleagues effectively.
• High degree of numeracy and analytical thinking.

Responsibilities

• Draft suitability reports with guidance from the Financial Planner.
• Liaise with Financial Planners to ensure complete information for advice.
• Prepare high-quality recommendations from adviser meetings.
• Provide guidance to advisers on cases to support good outcomes.
• Maintain customer experience following company standards and TCF.

Skills

Excellent communication

Well organised

Attention to detail

Coaching & mentoring

Teamwork

Numeracy

Analytical mind

Time management

Decision making

Education

Level 4 Diploma in Financial Planning

Job description

Titan Wealth Holdings Limited is seeking a Senior Paraplanner to join its Newcastle-based paraplanning team. You will research and write advice reports, support training, and maintain paraplanning tools while deputising for the team manager as needed.

The role offers a competitive salary, private medical insurance, a strong pension, 25 days annual leave with buy/sell, and a hybrid working pattern. Suitable for experienced paraplanners seeking progression.