At a Glance
- Tasks: Create tailored reports and support advisers with technical expertise in wealth planning.
- Company: Titan Wealth, a leading firm in Edinburgh with a focus on client-centric solutions.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on innovation and client satisfaction.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Level 4 qualified Paraplanner with strong report-writing skills.
The predicted salary is between 35000 - 45000 £ per year.
Titan Wealth in Edinburgh is seeking a level 4 qualified Paraplanner to deliver high‑quality technical and report‑writing support for advisers.
You’ll produce tailored suitability reports reflecting client needs while keeping templates and models accurate and current.
This is a full‑time, permanent role with a hybrid Edinburgh/Inverurie office base.
You will work with the Paraplanning team to develop cash flow models, investment and tax planning solutions and supporting reports for clients.
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We think you need these skills to ace Senior Paraplanner - Hybrid Wealth Planning Specialist
Level 4 Qualification
Technical Report Writing
Suitability Reports
Cash Flow Modelling
Investment Planning
Tax Planning
Attention to Detail
