Titan Wealth Holdings Limited

Paraplanner

Melbourn, South Cambridge · Senior

Sponsorship not specifiedDetected 40 days ago

ResearchCommunicationCollaborationTime ManagementMentoring

About the role

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.
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!

Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
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.
Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.
To obtain illustrations and Key Features documentation in support of recommendations to clients.
Providing coaching, mentoring, or training support for Paraplanners
Ability to work under pressure and manage own workload.
We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members.
The main purpose of this role is 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.
Deputising during periods of absence, providing coaching, mentoring or training support for the team and being a model of excellence.

Manage workloads as required and liaise with Line Manager to highlight over/under capacity.
To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.
High degree of numeracy.
As part of your role within Paraplanning you will be responsible for providing support to the team manager as required.

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)
Health cash plan
Discretionary performance related bonus
And lots of flexible benefits to choose from!
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.
Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning.

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.
Ability to work as part of a team and to learn new skills/knowledge.
As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
We are interested in speaking with individuals based in Cambridge for this position!
We offer a competitive hybrid working pattern for this Paraplanning role.

This listing is sourced directly from Titan Wealth Holdings Limited's careers page and normalized into a canonical job model.