Hybrid Paraplanner - Wealth Planning & Client Reports

Hybrid Paraplanner - Wealth Planning & Client Reports

Full-Time No working from home possible
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Titan Wealth Holdings Limited in the UK is seeking a level 4 qualified Paraplanner for our Edinburgh and Inverurie team. You will provide high-quality technical and report-writing support to advisers, producing tailored suitability reports reflecting client needs, while maintaining templates and models.

Full-time, permanent with a hybrid office-based model in Edinburgh and Inverurie. The role emphasises analysis, cash-flow modelling, and collaboration with planners to deliver outstanding client

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Hybrid Paraplanner - Wealth Planning & Client Reports 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.

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Contact Details:

Titan Wealth Holdings Limited Recruitment Team