Titanwh27d ago

Paraplanner

EdinburghPerm, Full Timemid

OtherParaplanner

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Quick Summary

Overview

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,

Technical Tools

OtherParaplanner

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.

About the Role

~2 min read

Our team in Edinburgh and Inverurie is growing!

Are you a level 4 qualified Paraplanner 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

Full-time, permanent. Edinburgh// Inverurie office‑based with a hybrid approach.

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, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations

Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process

Partners – working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes

2 years industry experience – as a minimum

Excellent administrative, research, report writing and communication skills

Excellent analytical skills with a preference for working in a structured, planned manner

Ongoing self-development to maintain appropriate level of CPD for role