Titan Wealth Holdings is hiring a
Associate Paraplanner

Summary

The job is for a Paraplanner at Titan Wealth Holdings Limited in Bristol, UK. The role involves supporting the paraplanning team by undertaking research, basic report writing, and liaising with advisers and client support staff to ensure that all requirements are included within any file submitted and are capable of being actioned without delay.

Requirements

• A minimum of 2 years’ experience within the financial services profession
• 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
• Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent

Responsibilities

• Analyse and carry out research for basic reports
• Undertake basic tax calculations to support the paraplanning team
• Write basic suitability reports
• Thoroughly review any file submitted and identify any items that require remedial action
• Liaise with advisers and/or client support on queries identified such as clarity over the client’s objectives, what is the adviser looking to achieve, matters that are unclear, queries on client charters, any exceptions being recorded
• Prepare summary file submission notes and instructions for the paraplanners ensuring that all required projections are correct and advice charges are clearly documented
• Prepare specialist or specific quotations as required e.g., annuity comparisons, protection comparisons
• Ensure adherence to the documented processes and data quality standards, specifically, ensuring electronic client files in IO are updated correctly and in a timely manner in accordance with the standards in place
• Forge excellent, collaborative working relationships with members of the advisory, client support and paraplanning teams
• Ensure your industry, product and knowledge of the company’s standard processes and guidance is always up to date
• To undertake other tasks as and when required, to support the needs of the business or to achieve departmental objectives
• Carry out any other duties as may reasonably be required

Benefits

• Private Medical Insurance
• Employee Pension Scheme
• 24 days Annual Leave
• Dental Insurance
• Life Assurance
• Health cash plan