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Paraplanner at Titan Wealth Holdings Limited - ApplyBlast

Paraplanner

Titan Wealth Holdings Limited

6 months ago

Edinburgh, Scotland, United Kingdom

Hybrid

Full Time

Medior

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 to deliver an outstanding client experience. The position requires producing tailored suitability reports, maintaining accurate templates, and supporting associate paraplanners with technical cases. This full-time, permanent position offers a flexible hybrid working pattern within a rapidly expanding wealth management team.

Responsibilities

Produce tailored suitability reports and financial planning solutions for clients
Develop cash flow models and analyze client requirements for investment and retirement planning
Coordinate with colleagues and external advisers to implement agreed action plans

Skills

Qualifications

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.