Titan Wealth
Financial Services
Paraplanner
Neural analysis suggests this role is
optimal for Senior candidates.
“Paraplanner at Titan Wealth. Skills: Paraplanning, Financial advice, Client support. Research and write advice reports. Support team training and development”
Industry & Context.
Complex problem solving; Good decision-making skills; Analytical mind
What They're Looking For.
Must Have
1+ years’ experience in Paraplanning, Level 4 Diploma in Financial Planning, Experience with IT systems, High level of technical knowledge, High-level understanding of FCA COB rules
Nice to Have
CFA charterholder preferred
What You'll Do.
Research and write advice reports
Support team training and development
Maintain paraplanning tools
Maintain reference material
Provide support to team manager
Deputise during periods of absence
Provide coaching support
Provide mentoring support
Provide training support
Draft suitability reports
Liaise with Financial Planners
Ensure information is complete
Ensure information is accurate
Interpret adviser client meeting
Prepare suitable recommendations
Provide guidance to advisers
Support good consumer outcomes
Ensure customer experience standards
Observe research processes
Observe client support processes
Observe Compliance processes
Observe Systems processes
Maintain data quality
Maintain compliant performance
Update workflow records
Facilitate management information production
Highlight over/under capacity
Keep workflows up to date
Promote best practice
Ensure consistent process quality
Ensure consistent output quality
Communicate with advisers
Communicate with colleagues
Keep own case records up to date
Keep own case files up to date
Obtain data for existing policies
Obtain data for existing schemes
Analyse information provided
Research information provided
Obtain Key Features documentation
Maintain technical knowledge
Maintain industry knowledge
Identify opportunities to improve paraplanning process
How You'll Work.
Team & Collaboration
Liaise with colleagues; Work as part of a team; Communicate with CS; Communicate with advisers; Communicate with colleagues
Communication Scope
Written communication; Oral communication; Articulate manner; Verbal communication
Process & Methodology
Manage workloads, Work to deadlines
Full Job Description
## Description 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 be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this 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. We are interested in speaking with individuals based in Edinburgh for this position! The main purpose of this role is research and write advice reports, support training and development of the team, and to take an active role in maintaining paraplanning tools and reference material. We offer a competitive hybrid working pattern for this Senior Paraplanning role. As part of your Senior role within Paraplanning you will be responsible for providing support to the team manager as required. Deputising during periods of absence, providing coaching, mentoring or training support for the team and being a model of excellence. This is a fantastic opportunity for someone looking to step up to the next level as a Paraplanner. ## Responsibilities To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements. To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given. Assist in th
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