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Associate Paraplanner
Titan Wealth HoldingsAssociate Paraplanner supporting suitability report preparation and case management at Titan Wealth in Edinburgh. Collaborating with advisors within a growing paraplanning function.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services administration, regulatory compliance, and report writing, while effectively collaborating with advisers and client support teams to ensure accurate and timely case preparation.
Highest-signal resume keywords
Financial Services ExperienceRegulated Diploma In Financial PlanningIntelligent Office ExperienceRegulatory ComplianceReport Writing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Technical ResearchReport WritingCase PreparationWorkflow ManagementFile Review
Soft Skills
CollaborationCommunication
Tools & Technologies
IT Systems
Certifications & Qualifications
QCF Level 4 Equivalent
Industry Keywords
Financial ServicesRegulatory RequirementsClient SupportParaplanning
About the role
Key responsibilities & impact- Undertaking technical research to support suitability reports and recommendations
- Producing basic report writing and documentation to a high standard
- Liaising with Advisers and Client Support staff to ensure all information and requirements are complete
- Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly
- Supporting the paraplanning team with case preparation and workflow management
- Maintaining a strong understanding of regulatory requirements and internal processes
Requirements
What you’ll need- A minimum of 2 years’ experience within the financial services profession.
- Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
- Experience gained with Intelligent Office would be an advantage
- Experience within Financial Services administration or a similar environment.
- Experience of working with IT systems that support this service.
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!