Paraplanner - Remote
- Role
- Finance
Open to GB, US only. Set where you work from to check your eligibility.
No BS summary
Paraplanner for wealth planning work: research and write advice reports, support team development, and maintain paraplanning tools/reference material. Candidates should be based in the West Midlands or able to work remotely.
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 the West Midlands for this position - but we will look at candidates who wish to work remote.
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.
What you'll do
- Research and write advice reports
- Support training and development of the team
- Take an active role in maintaining paraplanning tools and reference material
What they require
- Individuals based in the West Midlands are of interest, but candidates who wish to work remote will be considered
- Able to demonstrate a willingness to embrace the Company values of Creativity, Commitment, and Collaboration
Benefits
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 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
- Lots of flexible benefits to choose from
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. Titan Wealth Planning (TWP) is a subsidiary focused on advice on wealth management, employee benefits, and retirement planning.