Paraplanner

Titanwh; Meriden (CT); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Private Medical Insurance

Attractive Employee Pension Scheme

25 days Annual Leave

Life Assurance

Health cash plan

Discretionary performance related bonus

Job summary

Titanwh is seeking a Senior Paraplanner to support and develop its team in Meriden, Connecticut. This hybrid role involves drafting suitability reports, liaising with financial planners, and mentoring junior staff.

The ideal candidate will have a Level 4 Diploma in Financial Planning and at least 1 year of experience in a Paraplanning role. Benefits include private medical insurance, a competitive pension scheme, and 25 days of annual leave.

Qualifications

• 1+ years of experience in a Paraplanning role.
• Ability to work under pressure and manage own workload.
• Ability to work as part of a team and to learn new skills.

Responsibilities

• Draft suitability reports with guidance from Financial Planner.
• Liaise with Financial Planners to ensure information accuracy.
• Provide coaching, mentoring, or training support for Paraplanners.

Skills

Excellent written and oral communication skills

Methodical and highly organised

Accurate with good attention to detail

Complex problem solving

Coaching and mentoring

High degree of numeracy

Excellent time management skills

Education

Level 4 Diploma in Financial Planning

Tools

IT systems for financial advice

Job description

We are interested in speaking with individuals based in Birmingham for this position. The main purpose of this role is research and write advice reports, support training and development of the team, and to take an active role in maintaining paraplanning tools and reference material.

We offer a competitive hybrid working pattern for this Senior Paraplanning role. As part of your Senior role within Paraplanning you will be responsible for providing support to the team manager as required, deputising during periods of absence, providing coaching, mentoring or training support for the team, and being a model of excellence.

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. Ensure relevant workflows are kept up to date to accurately reflect workflow.
• 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.
• Run own case load efficiently and keep all own case records and files up to date to departmental required standards.
• Obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate.
• Obtain illustrations and Key Features documentation in support of recommendations to clients.
• Ensure technical knowledge and general industry knowledge is always maintained.
• Provide coaching, mentoring, or training support for Paraplanners.
• Be a model of excellence and Group process adherence.
• Proactively identify opportunities to improve paraplanning process.

Qualifications & Skills

• Excellent written and oral communication skills.
• Methodical and highly organised.
• Accurate with good attention to detail.
• Complex problem solving.
• Coaching and mentoring.
• Ability to liaise with colleagues in an articulate and pleasant manner.
• High degree of numeracy.
• Enthusiasm.
• Accuracy.
• Ability to work under pressure and manage own workload.
• Ability to work as part of a team and to learn new skills/knowledge.
• Excellent standard of written and verbal communication.
• Good decision‑making skills.
• Analytical mind and excellent attention to detail.
• Excellent time management skills with an ability to work to deadlines.

Experience

• 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.

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!

EEO Statement

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.