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Paraplanner at Titan Wealth Holdings Limited - ApplyBlast

Paraplanner

Titan Wealth Holdings Limited

4 months ago

Edinburgh, Scotland, United Kingdom

Hybrid

Full Time

Junior

0 applicants

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About this role

The Paraplanner role at Titan Wealth Planning in Edinburgh involves providing high-quality technical and report-writing support to advisers, producing tailored suitability reports, and maintaining accurate templates and models. This full-time position offers a hybrid working pattern and is ideal for a Level 4 qualified Paraplanner with at least one year of experience seeking to contribute to a rapidly expanding wealth management team.

Responsibilities

Draft suitability reports and provide technical support to financial advisers
Interpret client meetings and prepare accurate recommendations for advice
Maintain compliance standards and update workflow records for management information

Skills

Qualifications

Level 4 Diploma in Financial Planning

About Titan Wealth Holdings Limited

titanwh.com

Headquarters

London, England, United Kingdom

Company Size

201-500 employees

Founded

2020

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Titan Wealth is a UK-headquartered, fully integrated wealth management group founded in 2021, managing over £35 billion in assets across 8 countries with more than 1,200 employees. The company brings together funds, technology, and services under one structure to serve individual investors, financial advisers, and investment professionals. Through subsidiaries including Titan Asset Management, Titan Wealth Planning, and Square Mile Investment Services, the group provides investment management, wealth planning, and independent investment research and consulting.