Hybrid Paraplanner - Wealth Planning & Reports

Hybrid Paraplanner - Wealth Planning & Reports

Full-Time No working from home possible
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Titan Wealth Holdings Limited in Edinburgh/Inverurie is seeking a level 4 qualified Paraplanner to support advisers by producing high-quality tailored suitability reports and maintaining up-to-date templates and models. You will work with the Paraplanning team to deliver an outstanding client experience, perform cash flow modelling, and ensure compliance while benefiting from a hybrid working arrangement.

The role is full-time and office-based with hybrid working; opportunities for professional

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Hybrid Paraplanner - Wealth Planning & 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