Job Description 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. Are you a level 4 qualified Paraplanner looking for the opportunity of a new challenge? You’ll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers. Working closely with our Paraplanning team, you’ll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose Full-time, permanent. Edinburgh// Inverurie office-based with a hybrid approach. Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes ~Excellent administrative, research, report writing and communication skills ~ 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. Competitive salary ~ Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) ~25 days Annual Leave + public holidays ~ Buy and sell holidays up to 5 days ~ Office Christmas close (3-days) ~ A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. ~ Hybrid working ~ Further education and training support ~ Discretionary performance related bonus ~ Confidential 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 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.
Paraplanner (Pensions Management) in Edinburgh employer: Titan Wealth Holdings Limited
Titan Wealth is an exceptional employer, offering a dynamic work environment that fosters creativity, collaboration, and commitment. With a strong focus on employee growth, the company provides extensive benefits including a competitive salary, attractive pension scheme, and support for further education, all while promoting a culture of inclusivity and flexibility. Located in the UK and South Africa, Titan Wealth empowers its employees to drive meaningful change and achieve their professional ambitions within a rapidly growing wealth management business.
Contact Details:
Titan Wealth Holdings Limited Recruitment Team
