Senior Paraplanner - Wealth Planning & Reports (Hybrid)

Titan Wealth Holdings Limited; Ingliston; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Pension scheme

Annual leave 25 days

Private medical insurance

Hybrid working

Discretionary bonus

Employee assistance program

Education support

Volunteer days

Flexible benefits

Job summary

Titan Wealth Group in Edinburgh and Inverurie is expanding its Paraplanning team. This role delivers high-quality technical and report-writing support to advisers, producing tailored suitability reports reflecting client needs, while ensuring templates and models stay accurate and fit for purpose.

Full-time, hybrid/office-based. Requires Level 4 qualification and a Diploma in Financial Planning, with ongoing CPD.

Qualifications

• Excellent administrative, research, report writing and communication skills.
• Excellent analytical skills with a preference for a structured, planned approach.
• Ongoing self-development to maintain CPD for the role.

Responsibilities

• Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
• Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for client files and back office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Client Relationship Building - servicing client's day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
• Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process
• Partners - working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

Skills

Analytical skills

Report writing

Administrative skills

Communication skills

Education

Diploma in Financial Planning

Job description

Titan Wealth Group in Edinburgh and Inverurie is expanding its Paraplanning team. This role delivers high-quality technical and report-writing support to advisers, producing tailored suitability reports reflecting client needs, while ensuring templates and models stay accurate and fit for purpose.

Full-time, hybrid/office-based. Requires Level 4 qualification and a Diploma in Financial Planning, with ongoing CPD.