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Titan Wealth Holdings Limited

Posted 23 days ago

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Paraplanner - Basingstoke

BasingstokeHybrid

AI Summary

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can del

About this role

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

The role
As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms’ Partners who between them have over 50 years’ experience. Our approach, together with a loyal client base and a talented team, makes being a Paraplanner at Loveday & Partners a great opportunity for someone who shares our ethos.
You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients.

Responsibilities

  • 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

  • A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes
  • Two years industry experience – preferable
  • 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

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