At a Glance
- Tasks: Lead and mentor a dynamic paraplanning team while ensuring high-quality support for clients.
- Company: Join Titan Wealth, a rapidly expanding firm with a start-up vibe and private equity backing.
- Benefits: Enjoy competitive salary, private medical insurance, generous leave, and hybrid working options.
- Other info: Be part of an inclusive culture that values creativity, commitment, and collaboration.
- Why this job: Make a real impact in wealth management while developing your leadership skills.
- Qualifications: Level 4 qualified in financial planning with proven leadership experience.
The predicted salary is between 45000 - 55000 £ 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 be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.
As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Due to this 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.
To lead and mentor the paraplanning team, geographically spread, ensuring the timely and accurate delivery of high-quality paraplanning support to Independent Financial Advisers (IFAs) and clients, while upholding company procedures and regulatory standards.
The role is Hybrid, 3 days from the Bristol office, 2 days can be home-based.
The ideal candidate will have proven experience in direct line management of paraplanners (essential), including performance management, and ability to guide the team through a period of change, particularly in the context of mergers and acquisitions (M&A).
The successful candidate will possess strong leadership qualities, such as: integrity, positive ambassador, ability to elevate others when times are tough, self-awareness, compassion, empathy and buckets of resilience.
Team Leadership & Development
- Recruit, train, and develop a high-performing team of paraplanners.
- Provide ongoing coaching, mentoring, and performance feedback to foster individual growth and team cohesion.
- Run regular team meetings to ensure clear communication and set goals.
Workload Management
- Oversee and manage the daily workflow and task allocation for the paraplanning team.
- Prioritize work queues to meet deadlines and ensure efficient completion of tasks.
Quality Assurance & Compliance
- Conduct first-line checks on the quality of paraplanner reports and output.
- Ensure all work complies with company policies, procedures, and Financial Conduct Authority (FCA) regulations.
- Monitor error rates and implement training to promote a "right first time" approach.
Technical Support & Expertise
- Act as a referral point for technical queries, supporting the team with complex cases.
- Potentially contribute to paraplanning by assisting with research, product analysis, and report preparation for client recommendations.
Process Improvement
- Identify opportunities to refine procedures, processes, and systems to enhance efficiency and quality.
- Implement improvements to streamline operations and enhance client service delivery.
Collaboration & Communication
- Foster a culture of open communication and collaboration within the team and with other departments.
- Serve as a key liaison between the paraplanning team, Financial Advisers, and other management.
Skills and Qualifications
- Level 4 qualified in financial planning
- Previous experience as a paraplanner or in a similar support role within a financial services firm.
- Strong understanding of financial planning concepts, products, and regulatory requirements (e. g., FCA).
- Excellent IT, written, and verbal communication skills.
- Proven leadership, coaching, and mentoring abilities.
- Strong organizational and time management skills.
- Ability to analyse technical information and ensure attention to detail.
- A proactive and collaborative mindset.
Titan Behaviours
- Commercial Awareness
- Innovation
- Collaboration
- Team contribution
- Professionalism
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 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.
Paraplanning Team Leader employer: Titan Wealth Holdings Limited Careers
Titan Wealth is an exceptional employer, offering a dynamic work environment that combines the innovative spirit of a start-up with the stability of private equity backing. Employees benefit from a competitive salary, comprehensive health plans, and a strong commitment to professional development, all while enjoying a hybrid working model that promotes work-life balance. With a focus on collaboration and inclusivity, Titan Wealth fosters a culture where every team member can thrive and contribute to meaningful financial solutions for clients.
Contact Details:
Titan Wealth Holdings Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning Team Leader
✨Tip Number 1: Tap Into Professional Networks
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✨Tip Number 4: Apply Directly on Company Websites
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We think you need these skills to ace Paraplanning Team Leader
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Titan Wealth Holdings Limited Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Titan Wealth Holdings Limited Careers how you can be a team player!
How to prepare for a job interview at Titan Wealth Holdings Limited Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Titan Wealth Holdings Limited Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Titan Wealth Holdings Limited Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
