Senior Paraplanner

Titan Wealth Holdings Limited (previously known as Aspira Corporate Solutions Ltd) is a top financial planning company located in Bristol, UK. 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.

The business was recently acquired by Titan Wealth Holdings, so an exciting time for the business and new talent in terms of growth and opportunities! To learn more please read on: News – Titan Wealth Holdings (titanwh.com) - under "News" tab.

We are looking for a Senior Paraplanner to provide research and write advice reports, support training and development of the team, and to take an active role in maintaining paraplanning tools and reference material.

Job 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 the Group’s 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 data quality and compliant performance in the job role.
• Update workflow records to facilitate the production of accurate management information in a timely manner.
• Manage workloads as required and liaise with Line Manager to highlight over/under capacity. 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 effective communication with CS, 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.
• Ensure technical knowledge and general industry knowledge is always maintained.
• Providing coaching, mentoring, or training support for Paraplanners
• Being a model of excellence and Group process adherence
• Proactively identify opportunities to improve paraplanning process

Job Requirements

• Level 4 Diploma.
• Advanced qualifications: Level 6 or working towards Level 6.
• Previous Paraplanning experience, and sound technical knowledge .
• Natural flair for mentoring and coaching.
• Ability to liaise with colleagues in an articulate and pleasant manner.
• Ability to work as part of a team and to learn new skills/knowledge.
• Excellent standard of written and verbal communication skills.
• Good decision-making skills.
• 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:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Some of our benefits:

- Private Medical Insurance

- Employee Pension Scheme

- 24 days Annual Leave

- Dental Insurance

- Life Assurance

- Health cash plan

- 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.