Senior Paraplanner – Wealth Planning, Hybrid & Growth

Senior Paraplanner – Wealth Planning, Hybrid & Growth

Full-Time 34650 - 42350 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide top-notch technical support and create tailored suitability reports for advisers.
  • Company: Join Titan Wealth Planning, a growing subsidiary in the financial sector.
  • Benefits: Enjoy a hybrid work model, competitive salary, and career growth opportunities.
  • Other info: Dynamic environment with a focus on investment and tax planning.
  • Why this job: Be part of a collaborative team making a real difference in wealth planning.
  • Qualifications: Level 4 qualified Paraplanner with strong communication and analytical skills.

The predicted salary is between 34650 - 42350 Β£ per year.

Titan Wealth Planning (TWP), a Titan Wealth subsidiary, is expanding its Edinburgh team.

We are seeking a level 4 qualified Paraplanner to deliver high-quality technical support and tailored suitability reports for advisers, while keeping templates and models accurate and current.

This is a full-time, permanent role with a hybrid Edinburgh pattern.

You will join a collaborative Financial Planning team, handling detailed cash flow models, investment and tax planning, and client communications to

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Senior Paraplanner – Wealth Planning, Hybrid & Growth 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

We think you need these skills to ace Senior Paraplanner – Wealth Planning, Hybrid & Growth

Level 4 Qualification
Technical Support
Suitability Reports
Cash Flow Modelling
Investment Planning
Tax Planning
Client Communication