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

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!

ATS Keywords

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Hard Skills & Tools

Cash Flow ModelingFinancial AnalysisInvestment PlanningRetirement PlanningTax PlanningReport PreparationData RecordingPerformance ReviewStructured Analysis

Soft Skills

Communication SkillsAnalytical SkillsAdministrative SkillsResearch SkillsClient Liaison

Certifications

Diploma in Financial Planning