Senior Paraplanner

Titan Wealth Holdings

Senior Paraplanner providing high-quality technical and report-writing support to advisers. Engaging closely with the Paraplanning team and clients in Edinburgh.

Posted 6/29/2026full-timeEdinburgh • 🇬🇧 United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning solutions, including investment, retirement, and tax planning, while maintaining compliance with regulatory standards. Strong analytical and communication skills are essential for effective client relationship management and report preparation.

Highest-signal resume keywords

Financial Planning SolutionsCash Flow ModelingClient Relationship ManagementReport WritingRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Flow ModelingFinancial AnalysisInvestment PlanningRetirement PlanningTax PlanningReport PreparationData RecordingPerformance ReviewStructured Analysis

Soft Skills

Communication SkillsAnalytical SkillsAdministrative SkillsResearch SkillsClient Liaison

Certifications & Qualifications

Diploma in Financial Planning

Industry Keywords

ComplianceRegulatory ChangesClient ReviewsFinancial PlanningProfessional Advisers

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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
And lots of flexible benefits to choose from!