Paraplanner

Job 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. Our team in Edinburgh is growing! Are you a level 4 qualified Paraplanner (or close to obtaining) and looking for the opportunity of a new challenge? You’ll play a key role in delivering an outstanding client experience by providing high‑quality technical and report‑writing support to our advisers. Working closely with our Paraplanning team, you’ll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose. This role is a great opportunity for someone that has at least 1 years paraplanning experience and wants to join a fantastic team! Full-time (35 hours) Edinburgh office with flexible hybrid working pattern (3 days in the office and 2 from home). ### 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 the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care. - Provide guidance to advisers on aspects of specific cases to support good consumer outcomes. - To ensure that the customer experience follows the Group’s defined standards and TCF is always maintained. - To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent data quality and compliant performance in the job role. - Update workflow records to facilitate the production of accurate management information in a timely manner. - Manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow. - Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality. - Ensure effective communication with CS, advisers, and other colleagues to ensure a great customer experience. - To run own case load efficiently and keep all own case records and files up to date and to departmental required standards. - To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate. - To obtain illustrations and Key Features documentation in support of recommendations to clients. - Ensure technical knowledge and general industry knowledge is always maintained. - Providing coaching, mentoring, or training support for Paraplanners - Being a model of excellence and Group process adherence - Proactively identify opportunities to improve paraplanning process ### Critical Skills - Methodical and highly organised. - Accurate with good attention to detail. - Complex problem solving. - Ability to liaise with colleagues in an articulate and pleasant manner - Ability to work under pressure and manage own workload. - Ability to work as part of a team and to learn new skills/knowledge. - Excellent standard of written and verbal communication - Good decision-making skills - Analytical mind and excellent attention to detail - Excellent time management skills with an ability to work to deadlines ### Experience Required - 1+ years’ experience in a Paraplanning role in a similar environment - Level 4 Diploma in Financial Planning ( Or close to obtaining) - Experience of working with IT systems that support this service - High level of technical knowledge across the full range of advice - High-level understanding of FCA COB rules