Paraplanner
Titan Wealth Holdings Limited(6 months ago)
About this role
This Paraplanner role at Loveday & Partners supports Financial Planners in delivering holistic financial planning solutions to a broad client base. The position sits within an experienced team and offers exposure to complex planning areas including investments, retirement, tax, and estate planning. The role emphasizes maintaining a fully compliant service and a consistently high client experience. It also provides opportunities for professional development and increased client-facing responsibilities over time.
Required Skills
- Client Analysis
- Cash Flow Modelling
- Data Recording
- Financial Planning
- Investment Planning
- Retirement Planning
- Tax Planning
- IHT Planning
- Report Writing
- Client Reviews
+10 more
Qualifications
- Chartered Financial Planner
- Diploma in Financial Planning
About Titan Wealth Holdings Limited
titanwh.comTitan Wealth is a UK-based wealth management and financial planning firm that provides personalised investment management, retirement and pension advice, and tax-aware financial planning. The company combines experienced advisers with technology-enabled reporting to build and monitor tailored portfolios and long-term financial plans. Titan Wealth serves individuals, families and business owners seeking to grow, protect and transition their wealth with clear fees and ongoing advice.