Hybrid Paraplanner — Research, Reports & Client Outcomes

Titanwh; Standish (MI); Hybrid; USD 37,751 - 53,930; Full time

Benefits offered by this job

Competitive salary

Pension scheme

25 days annual leave

Hybrid working

Training support

Discretionary bonus

Employee Assistance Programme

Volunteer days

Job summary

Titan Wealth is seeking a Paraplanner to support Financial Planners with technical research, suitability writing and planning support. You will collaborate across advisers and administrators to deliver compliant, robust advice and high-quality client outcomes.

This hybrid role based in Standish–Wigan covers pensions, investments, protection, retirement and estate planning while maintaining strong data quality and process adherence.

Qualifications

• 1+ years’ experience in a Paraplanning role in a similar environment.
• High level of technical knowledge across the full range of advice.
• Experience of working with IT systems that support this service.
• High-level understanding of FCA COB rules.

Responsibilities

• Draft suitability reports with guidance from the Financial Planner, ensuring compliance.
• liaise with Financial Planners to ensure information is complete for advice.
• Interpret adviser meetings and prepare suitable recommendations with accuracy.
• Provide coaching and guidance to advisers on case specifics.
• Ensure customer experience aligns with standards and TCF.
• Maintain data quality and compliance in processes and systems.
• Update workflow records for accurate management information.
• Manage workloads and reflect capacity in workflows.
• Promote best practice for adviser support and client processes.
• Communicate effectively with CS, advisers, and colleagues for a great experience.
• Run own case load efficiently and keep records up to date.
• Obtain data and illustrations from policies/schemes to support recommendations.

Skills

Paraplanning

Financial Planning

FCA COB rules

Technical knowledge

IT systems

Education

Level 4 Diploma in Financial Planning

Job description

Titan Wealth is seeking a Paraplanner to support Financial Planners with technical research, suitability writing and planning support. You will collaborate across advisers and administrators to deliver compliant, robust advice and high-quality client outcomes.

This hybrid role based in Standish–Wigan covers pensions, investments, protection, retirement and estate planning while maintaining strong data quality and process adherence.