Paraplanner

Titan Wealth is rapidly expanding and seeking a Paraplanner to provide research and report writing support for Financial Planners. The role involves drafting suitability reports, liaising with planners, interpreting client needs, and ensuring excellent customer service and compliance. The company offers a unique combination of startup energy and private equity backing, focusing on providing best-in-class advice on wealth management, employee benefits, and retirement planning.

Requirements

• Experience in a Paraplanning role in a similar environment
• Experience of working with IT systems that support this service
• Good technical knowledge and understanding of FCA COB rules
• Ideally, Diploma in Financial Planning (or working towards)
• Ability to liaise with colleagues and clients 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
• Analytical mind and excellent attention to detail
• Excellent time management skills with an ability to work to deadlines

Benefits

• Competitive salary
• Private Medical Insurance post probation
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave (plus buy and sell up to 5 days)
• Office Christmas close (3-days)
• Life Assurance
• Health cash plan
• Hybrid working
• Discretionary performance related bonus
• Employee Assistance Programme
• Lunch and snacks provided in the Bristol office
• Flexible benefits