Senior Paraplanner

Responsibilities

• ● 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.
• ● We are interested in speaking with individuals based in Newcastle for this position
• ● The main purpose of this role is 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.
• ● We offer a competitive hybrid working pattern for this Senior Paraplanning role.
• ● As part of your Senior role within Paraplanning you will be responsible for providing support to the team manager as required. Deputising during periods of absence, providing coaching, mentoring or training support for the team and being a model of excellence.
• ● This is a fantastic opportunity for someone looking to step up to the next level as a Paraplanner.