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Titan Wealth Holdings Limited logo
Titan Wealth Holdings Limited

Posted 1 month ago

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Senior Paraplanner

NewcastleHybrid

AI Summary

A senior paraplanner provides technical and report-writing support to financial advisers, producing suitability reports, cash-flow models, and recommendations while maintaining templates and client files.

About this role

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

About the role

Our team in Newcastle is growing!
Are you a level 4 qualified Paraplanner looking for the opportunity of a new challenge?

You’ll play a key role in delivering an outstanding client experience by providing high‑quality technical and report‑writing support to our advisers. Working closely with our Paraplanning team, you’ll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose.

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

    • Requierments

  • 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

    • Skills

    Cash Flow ModellingDiploma In Financial PlanningFinancial Planning SolutionsIHT PlanningInvestment PlanningLong-term Care PlanningReport WritingRetirement PlanningSuitability ReportsTax Planning

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