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- Tasks: Lead and mentor a dynamic team of paraplanners while ensuring high-quality support for clients.
- Company: Join Titan Wealth, a rapidly expanding firm with a start-up vibe and private equity backing.
- Benefits: Enjoy competitive salary, private medical insurance, generous leave, and hybrid working options.
- Why this job: Make a real impact in wealth management while developing your leadership skills.
- Qualifications: Level 4 qualified in financial planning with proven leadership experience.
- Other info: Be part of an inclusive culture that values diversity and personal growth.
The predicted salary is between 36000 - 60000 £ per year.
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team!
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
To lead and mentor the paraplanning team of circa 13 paraplanners, geographically spread, ensuring the timely and accurate delivery of high-quality paraplanning support to Independent Financial Advisers (IFAs) and clients, while upholding company procedures and regulatory standards. The role is Hybrid, 3 days from the Bristol office, 2 days can be home-based.
The ideal candidate will have proven experience in direct line management of paraplanners (essential), including performance management, and the ability to guide the team through a period of complex change, particularly in the context of mergers and acquisitions (M&A). The successful candidate will possess strong leadership qualities, such as: integrity, positive ambassador, ability to elevate others when times are tough, self-awareness, compassion, empathy and buckets of resilience.
- Team Leadership & Development
- Recruit, train, and develop a high-performing team of paraplanners.
- Provide ongoing coaching, mentoring, and performance feedback to foster individual growth and team cohesion.
- Run regular team meetings to ensure clear communication and set goals.
- Workload Management
- Oversee and manage the daily workflow and task allocation for the paraplanning team.
- Prioritize work queues to meet deadlines and ensure efficient completion of tasks.
- Quality Assurance & Compliance
- Conduct first-line checks on the quality of paraplanner reports and output.
- Ensure all work complies with company policies, procedures, and Financial Conduct Authority (FCA) regulations.
- Monitor error rates and implement training to promote a "right first time" approach.
- Technical Support & Expertise
- Act as a referral point for technical queries, supporting the team with complex cases.
- Potentially contribute to paraplanning by assisting with research, product analysis, and report preparation for client recommendations.
- Process Improvement
- Identify opportunities to refine procedures, processes, and systems to enhance efficiency and quality.
- Implement improvements to streamline operations and enhance client service delivery.
- Collaboration & Communication
- Foster a culture of open communication and collaboration within the team and with other departments.
- Serve as a key liaison between the paraplanning team, Financial Advisers, and other management.
Skills and Qualifications
- Level 4 qualified in financial planning
- Previous experience as a paraplanner or in a similar support role within a financial services firm
- Strong understanding of financial planning concepts, products, and regulatory requirements (e.g., FCA)
- Excellent IT, written, and verbal communication skills
- Proven leadership, coaching, and mentoring abilities
- Strong organizational and time management skills
- Ability to analyse technical information and ensure attention to detail
- A proactive and collaborative mindset
Titan Behaviours
- Commercial Awareness
- Innovation
- Collaboration
- Team contribution
- Professionalism
Benefits
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- Lunch and snacks provided in the Bristol office
- 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 believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. 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.
Paraplanning Team Leader in Bristol employer: Titan Wealth
Contact Detail:
Titan Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Team Leader in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your leadership skills! When you’re chatting with potential employers, highlight your experience in managing teams and guiding them through change. Share specific examples of how you’ve helped others grow and succeed – it’ll make you stand out as a candidate.
✨Tip Number 3
Be proactive in your job search! Don’t just wait for job postings to appear. Reach out directly to companies you admire, like Titan Wealth, and express your interest in joining their team. A little initiative can go a long way!
✨Tip Number 4
Keep your skills sharp! Stay updated on the latest trends in financial planning and paraplanning. Consider taking additional courses or certifications to boost your knowledge. This not only makes you more marketable but also shows employers that you’re committed to your professional development.
We think you need these skills to ace Paraplanning Team Leader in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanning Team Leader role. Highlight your leadership experience and any relevant financial planning qualifications to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about this role and how you can contribute to our team. Share specific examples of your past achievements in paraplanning or team management to make it personal.
Showcase Your Leadership Skills: Since we're looking for someone with strong leadership qualities, don’t shy away from sharing your experiences in mentoring and developing teams. We want to see how you elevate others and handle challenges!
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Titan Wealth
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the latest FCA regulations. Being able to discuss these confidently will show that you're not just a leader but also a knowledgeable resource for your team.
✨Showcase Your Leadership Style
Prepare examples of how you've successfully led teams through change, especially in challenging situations like M&A. Highlight your coaching and mentoring experiences to demonstrate how you can elevate others and foster a high-performing team.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Since this role involves liaising with various stakeholders, being able to communicate effectively will be key. Consider doing mock interviews to refine your delivery.
✨Be Ready to Discuss Process Improvements
Think about past experiences where you've identified and implemented process improvements. Be prepared to share specific examples that showcase your proactive mindset and how these changes enhanced efficiency and client service delivery.