Senior Paraplanner position at Titan Wealth International.| Scotland

_2026-04-08 bot

Titan Wealth International Senior Paraplanner

Experience: 3-years

Pattern: Perm, Full Time

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Diploma

Inverurie, Sco..........Scotland

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Titan Wealth is a fast-growing wealth management business, both in the UK and internationally.  It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. We are interested in speaking with individuals based near Inverurie and Edinburgh 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.  \n Responsibilities <div> <ul style="list-style-type: square; margin-bottom: 0cm; margin-top: 0px;"> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">To ensure that the customer experience follows the Group’s defined standards and TCF is always maintained.  </li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">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.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Update workflow records to facilitate the production of accurate management information in a timely manner.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">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.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Ensure effective communication with CS, advisers, and other colleagues to ensure a great customer experience.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">To obtain illustrations and Key Features documentation in support of recommendations to clients.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Ensure technical knowledge and general industry knowledge is always maintained.</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Providing coaching, mentoring, or training support for Paraplanners</li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;"> <div style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Being a model of excellence and Group process adherence</div> </li> <li style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;"> <div style="background: white; margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Proactively identify opportunities to improve paraplanning process</div> </li> </ul> </div> Critical Skills <div> <ul style="margin-bottom: 0cm; margin-top: 0px;"> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Excellent written and oral communication skills.</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Methodical and highly organised.</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Accurate with good attention to detail.</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Complex problem solving.</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Coaching and mentoring.</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Ability to liaise with colleagues in an articulate and pleasant manner.</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">High degree of numeracy.</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Enthusiasm.</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Accuracy.</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Ability to work under pressure and manage own workload.</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Ability to work as part of a team and to learn new skills/knowledge.</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Excellent standard of written and verbal communication</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Good decision-making skills</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Analytical mind and excellent attention to detail</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Excellent time management skills with an ability to work to deadlines</li> </ul> </div> Experience Required<div> <ul style="margin-top: 0cm; margin-bottom: 3pt;"> <li style="margin: 0cm 0cm 3pt 0px; font-size: 11pt; font-family: Arial, sans-serif;">3+ years’ experience in a Paraplanning role in a similar environment</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Level 4 Diploma in Financial Planning</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">Experience of working with IT systems that support this service</li> <li style="margin: 3pt 0cm 0.0001pt 0px; font-size: 11pt; font-family: Arial, sans-serif;">High level of technical knowledge across the full Titan range of advice</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">High-level understanding of FCA COB rules</li> <li style="margin: 0cm 0cm 0cm 0px; font-size: 11pt; font-family: Arial, sans-serif;">5+ years of regulatory or financial industry experience is essential.</li> </ul> </div> \nOur 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. Terms- Competitive salary- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)- 25 days Annual Leave + public holidays- Buy and sell holidays up to 5 days- Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.- Hybrid working- Further education and training support- Discretionary performance related bonus- Confidential Employee Assistance Programme- 2 days per year for voluntary work- 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.

Senior Paraplanner job opportunity at Titan Wealth International.

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