Paraplanner

Be among the first 25 applicants. 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. The Titan Group provides a broad range of services across the wealth value chain and is expanding rapidly through strategic acquisitions. Titan Wealth is building a team with startup energy and private equity backing.

To provide a complete research and report writing support service for Financial Planners (Advisers), aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package.

Responsibilities

• To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements
• To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given
• Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care
• Provide guidance to advisers on aspects of specific cases to support good consumer outcomes
• To ensure that the customer experience follows TWP defined standards and TCF is always maintained
• To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role
• Update workflow records to facilitate the production of accurate management information in a timely manner
• Ensuring relevant workflows are kept up to date to accurately reflect workflow
• Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality
• Ensure the agreed outcome meets the company’s compliance standards and FCA rules
• Achieve set output targets for producing ongoing advice documents
• Ensure effective communication with Client Support, advisers, and other colleagues to ensure a great customer experience
• To run own case load efficiently and keep all own case records and files up to date and to departmental required standards
• To obtain data for existing policies / schemes of clients and analyse / research the information provided, using various software programs as appropriate
• To obtain illustrations and Key Features documentation in support of recommendations to clients
• To assist the administration team in the processing of any new business linked to their cases
• Ensure technical knowledge and general industry knowledge is always maintained
• Perform ad hoc tasks as required

Job Requirements

Our values and benefits

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of :

Some of our benefits :

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Equal Opportunities statements and other boilerplate have been retained as part of the legal and compliance requirement.

Seniority level : Associate

Employment type : Full-time

Job function : Finance and Sales

Industries : Transportation, Logistics, Supply Chain and Storage

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