- Senior
- Bureau à Bristol
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. 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. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
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!
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.
To lead and mentor the paraplanning team of circa 13 paraplanners, geographically spread, ensuring the timely and accurate delivery of high-quality paraplanning support to Independent Financial Advisers (IFAs) and clients, while upholding company procedures and regulatory standards.
The role is Hybrid, 3 days from the Bristol office, 2 days can be home-based.
The ideal candidate will have robust experience of managing a team of paraplanners, including performance management, ability to support them through a period of complex change through M&A.
To lead and mentor the paraplanning team of circa 13 paraplanners, geographically spread, ensuring the timely and accurate delivery of high-quality paraplanning support to Independent Financial Advisers (IFAs) and clients, while upholding company procedures and regulatory standards. The role is Hybrid, 3 days from the Bristol office, 2 days can be home-based. The ideal candidate will have robust experience of managing a team of paraplanners, including performance management, ability to support them through a period of complex change through M&A.
Skills and Qualifications:
Titan Behaviours:
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
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.
Some of our benefits:
- Competitive salary
- 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)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- Lunch and snacks provided in the Bristol office.
- And lots of flexible benefits to choose from!
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.
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