Wealth Planning Support Executive
3 days ago
We are seeking a talented Paraplanner to join our team at Titan Wealth Holdings Limited. As a leading financial planning company based in Bristol, UK, we pride ourselves on providing best-in-class advice on wealth management, employee benefits, and retirement planning.
Job Description- The successful candidate will provide research and report writing support services to our Financial Planners, ensuring they receive a complete and comprehensive advice package.
Responsibilities:
- Draft suitability reports with guidance from Financial Planners, adhering to compliance and departmental requirements.
- Liaise with Financial Planners to ensure complete and accurate information for advice provision.
- Ensure all relevant research, client support, and Compliance processes are observed to maintain excellent performance.
Salary and Benefits:
We offer a competitive salary of approximately £35,000 per annum, plus benefits including private medical insurance, employee pension scheme, 24 days annual leave, dental insurance, life assurance, health cash plan, and flexible benefits package.
About Us
Titan Wealth Group is committed to fostering an inclusive environment for all employees, regardless of their background or personal characteristics. We strive to provide equal opportunities in all aspects of the workplace.
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