Titan Wealth
Wealth Management
Paraplanner
“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
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