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Associate Paraplanner
Titan Wealth HoldingsAssociate Paraplanner joining Titan Wealth's paraplanning function, focusing on wealth management and retirement planning. Developing technical skills in a supportive environment with clear career advancement opportunities.
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!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Report WritingTechnical ResearchCompliance ReviewCase PreparationWorkflow Management
Soft Skills
CommunicationCollaborationAttention to Detail
Certifications
Regulated Diploma in Financial PlanningQCF Level 4 Equivalent