Paraplanner

Harrogate, England, United Kingdom

11/13/2024

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 Partners (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 Paraplanner will 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.

Job Responsibility

• 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 our company’s defined standards and consumer duty 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
• Manage workloads as required and liaise with Line Manager to highlight over/under capacity. 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 CS, 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. Knowledge of benefit calculations will be required
• 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.
• Understand and maintain knowledge of the company’s standard processes and guidance
• Ensure technical knowledge and general industry knowledge is always maintained
  
  
  

Job Requirements

• Experience in a Paraplanning role in a similar environment. Experience of working with IT systems that support this service
• Good technical knowledge and understanding of FCA COB rules
• Excellent technical knowledge on pensions, onshore and offshore bonds, GIA, ISA, protections, Trusts, BR/EIS/VCT, etc
• Diploma in Financial Planning
  
  
  

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

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Some of our benefits:

• Private Medical Insurance
• Employee Pension Scheme
• 24 days Annual Leave
• Dental Insurance
• Life Assurance
• Health cash plan
• And lots of flexible benefits to choose from!
  
  
  

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.