The 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.
We are looking for a Senior Paraplanner to provide research and write advice reports, support training and development of the team, and to take an active role in maintaining paraplanning tools and reference material.
Job 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 the Group’s 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 data quality 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 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.
- To obtain illustrations and Key Features documentation in support of recommendations to clients.
- Ensure technical knowledge and general industry knowledge is always maintained.
- Providing coaching, mentoring, or training support for Paraplanners
- Being a model of excellence and Group process adherence
- Proactively identify opportunities to improve paraplanning process
Job Requirements
- Level 4 Diploma.
- Advanced qualifications: Level 6 or working towards Level 6.
- Previous Paraplanning experience, and sound technical knowledge .
- Natural flair for mentoring and coaching.
- Ability to liaise with colleagues in an articulate and pleasant manner.
- Ability to work as part of a team and to learn new skills/knowledge.
- Excellent standard of written and verbal communication skills.
- Good decision-making skills.
- Analytical mind and excellent attention to detail.
- Excellent time management skills with an ability to work to deadlines.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Some of our benefits:
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- Lunch and snacks provided in the Bristol office.
- 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.
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The Company
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
