Senior Paraplanner at Titanwh

 

About the role

You’ll play a key role in delivering an outstanding client experience by providing high‑quality technical and report‑writing support to our advisers. Working closely with our Paraplanning team, you’ll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose. This role is a great opportunity for someone that enjoys working technical cases and offering support to our associate paraplanners.

Full-time, permanent. Basingstoke  office with flexible hybrid working pattern. 

 

Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data

Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports

Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process

Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models

Client Relationship Building - servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations

Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process

Partners – working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes

3 years industry experience as a Paraplanner

Excellent administrative, research, report writing and communication skills

Excellent analytical skills with a preference for working in a structured, planned manner

Ongoing self-development to maintain appropriate level of CPD for role

 

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.

 

 

 

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. 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.