Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support. You will work closely with advisers and administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust. This role offers exposure to a broad range of financial planning areas including pensions, investments, protection, retirement planning and estate planning. This is a hybrid working role in our Standish - Wigan office (3 days in the office and 2 from home). Responsibilities To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements. To liaise wit...
Paraplanner employer: Titan Wealth Holdings Limited Careers
Titan Wealth is an exceptional employer, offering a dynamic work environment in Edinburgh and Inverurie that fosters creativity, commitment, and collaboration. With a strong focus on employee growth, we provide comprehensive benefits including a competitive salary, attractive pension scheme, and support for further education, all while promoting a culture of inclusivity and flexibility. Join us to make a meaningful impact in wealth management and enjoy the opportunity to thrive in your career.
Contact Details:
Titan Wealth Holdings Limited Careers Recruitment Team
