At a Glance
- Tasks: Support financial planning by conducting research and preparing reports in a collaborative team.
- Company: Join Titan Wealth, a rapidly expanding firm with a dynamic start-up vibe and private equity backing.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous annual leave.
- Other info: Inclusive workplace focused on creativity, commitment, and collaboration.
- Why this job: Kickstart your career in finance with structured development and exposure to diverse cases.
- Qualifications: Minimum 2 years in financial services; pursuing Level 4 qualification is essential.
The predicted salary is between 30000 - 40000 £ per year.
The Titan Group provides a broad range of services across the whole wealth value chain—from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
We’re looking for an Associate Paraplanner to join our growing paraplanning function in Edinburgh. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment. You’ll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress—enabling suitability reports to be produced efficiently and without delay.
We can offer a clear development pathway within a structured paraplanning team. Exposure to varied and technically engaging cases, a supportive environment focused on quality, collaboration, and learning and an opportunity to continue progressing towards full Paraplanner/Advising status.
Responsibilities
- Undertaking technical research to support suitability reports and recommendations
- Producing basic report writing and documentation to a high standard
- Liaising with Advisers and Client Support staff to ensure all information and requirements are complete
- Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly
- Supporting the paraplanning team with case preparation and workflow management
- Maintaining a strong understanding of regulatory requirements and internal processes
Requirements
- A minimum of 2 years’ experience within the financial services profession.
- Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
- Experience gained with Intelligent Office would be an advantage
- Experience within Financial Services administration or a similar environment.
- Experience of working with IT systems that support this service.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
- Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
- Commitment – we are a team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
- Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Some of our 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!
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.
Associate Paraplanner in Edinburgh employer: Role, Inc.
Titan Wealth is an exceptional employer, offering a dynamic and supportive environment for growth within the financial services sector in Edinburgh. With a clear development pathway, competitive benefits including private medical insurance and a robust pension scheme, and a culture that values creativity, commitment, and collaboration, employees are empowered to thrive and achieve their professional goals. Join us at this exciting time of expansion and innovation, where your contributions will be valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Paraplanner in Edinburgh
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Role, Inc..
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Role, Inc.'s careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Associate Paraplanner in Edinburgh
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Role, Inc.
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
