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Paraplanning Manager at Titan Wealth Holdings Limited - ApplyBlast

Paraplanning Manager

Titan Wealth Holdings Limited

15 days ago

Jersey, Channel Islands

Onsite

Full Time

Senior

0 applicants

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About this role

This role involves supporting the Head of Financial Planning by evaluating the quality of financial advice and providing specialist guidance to Financial Advisers to ensure compliance with industry standards. The position requires managing team workloads, mentoring paraplanners, and writing detailed suitability reports for complex financial cases. It focuses on fostering a collaborative environment while maintaining high regulatory and operational standards.

Responsibilities

Evaluate quality of financial advice provided to clients
Write suitability reports including tax-efficient investment strategies
Provide specialist support and guidance to Financial Advisers

Skills

Qualifications

Level 4 Qualified from a Financial Industry recognized institute

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.