Paraplanner

This is a full-time hybrid role - 3 days based in the Bristol office and 2 days working from home. 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.

Snapshot 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 LEBC 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.



• Use standard template documentation approved by the company



• 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 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 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.
  
  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


• Ability to liaise with colleagues and clients in an articulate and pleasant manner.


• High degree of numeracy and accuracy.


• Enthusiasm and positive can-do attitude


• 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


• Good decision-making skills


• Analytical mind and excellent attention to detail


• Excellent time management skills with an ability to work to deadlines, Ideally, Diploma in Financial Planning (or working towards)
  
  Titan Wealth Planning (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: www.titanwealthsolutions.com - under "News" tab.

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!

Interview process:

2 stage process: 1st stage a discovery call with hiring manager and a team member, 2nd stage competency-based interview with the hiring manager, and another team manager.

Job Types: Full-time, Permanent

Pay: £27,000.00-£35,000.00 per year

Benefits:

• Additional leave


• Company pension


• Cycle to work scheme


• Employee discount


• Enhanced maternity leave


• Enhanced paternity leave


• Flexitime


• Health & wellbeing programme


• Life insurance


• Private medical insurance


• Sick pay


• Work from home


Schedule:

• Monday to Friday


Supplemental pay types:

• Performance bonus