Paraplanner

2 weeks ago

Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full time £35,000 - £40,000 per year
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 provide a complete research and report writing support service for Financial Planners (Advisers), aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package.   Role Responsibilities
  • To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.
  • To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.
  • Assist in the interpretation of the adviser's client meeting and prepare suitable recommendations with a high level of accuracy and care.
  • Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
  • To ensure that the customer experience follows TWP defined standards and TCF is always maintained.  
  • To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.
  • Update workflow records to facilitate the production of accurate management information in a timely manner.
  • Ensuring relevant workflows are kept up to date to accurately reflect workflow.
  • Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.
  • Ensure the agreed outcome meets the company's compliance standards and FCA rules.
  • Achieve set output targets for producing ongoing advice documents
  • Ensure effective communication with Client Support, advisers, and other colleagues to ensure a great customer experience.
  • To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.
  • To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate.
  • To obtain illustrations and Key Features documentation in support of recommendations to clients.
  • To assist the administration team in the processing of any new business linked to their cases.
  • Ensure technical knowledge and general industry knowledge is always maintained.
  • Perform ad hoc tasks as and when required.
Job Requirements
  • Experience in a Paraplanning role in a similar environment.
  • Experience of working with IT systems that support this service.
  • Good technical knowledge and understanding of FCA COB rules.
  • Diploma in Financial Planning
  • Ability to liaise with colleagues and clients in an articulate and pleasant manner.
  • Ability to work under pressure and manage own workload.
  • Ability to work as part of a team and to learn new skills/knowledge.
  • Excellent standard of written and verbal communication.
  • Analytical mind and excellent attention to detail.
  • Excellent time management skills with an ability to work to deadlines.
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 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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