Financial Services Research Assistant
3 days ago
Join us at Titan Wealth Holdings Limited, a dynamic financial planning company based in Bristol, UK. As a key player in the industry, we're passionate about helping businesses and individuals achieve their financial goals.
Job Role- We are seeking a highly skilled Paraplanner to support our Financial Planners in delivering exceptional advice packages to clients.
Key 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 £40,000 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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