Senior Paraplanner - Wealth Planning & Reports (Hybrid)

Senior Paraplanner - Wealth Planning & Reports (Hybrid)

Full-Time No working from home possible
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Titan Wealth Group in Edinburgh and Inverurie is expanding its Paraplanning team. This role delivers high-quality technical and report-writing support to advisers, producing tailored suitability reports reflecting client needs, while ensuring templates and models stay accurate and fit for purpose.

Full-time, hybrid/office-based. Requires Level 4 qualification and a Diploma in Financial Planning, with ongoing CPD.

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Senior Paraplanner - Wealth Planning & Reports (Hybrid) 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