Titan Wealth
Wealth Management
Paraplanner
Neural analysis suggests this role is
optimal for Entry candidates.
“Paraplanner at Titan Wealth. Skills: Financial planning, Client data analysis, Report preparation. Analysis of clients’ requirements. Development of cash flow models”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
Diploma in Financial Planning, Two years industry experience, Excellent administrative skills, Excellent research skills, Excellent report writing skills, Excellent communication skills, Excellent analytical skills, Ongoing self-development to maintain CPD
Nice to Have
Experience presenting research to clients
What You'll Do.
Analysis of clients’ requirements
Development of cash flow models
Accurate recording of client data
Construction of financial planning solutions
Production of computer models and reports
Preparation of letters and reports
Preparation of client reviews
Servicing client’s day to day needs
Presenting solutions and recommendations
Ensure application and provider forms prepared
Update clients throughout the process
Working with professional advisers
How You'll Work.
Team & Collaboration
Working with colleagues within the Financial Planning team; Working with other professional advisers e.g. Solicitors and Accountants
Communication Scope
Communication skills
Full Job Description
## Description Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms’ Partners who between them have over 50 years’ experience. Our approach, together with a loyal client base and a talented team, makes being a Paraplanner at Loveday & Partners a great opportunity for someone who shares our ethos. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. ## Responsibilities Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client’s day to day needs, liais
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