Paraplanner

Job Overview

The Titan Group provides a broad range of services across the wealth value chain. Titan Wealth Planning (TWP) is a subsidiary focused on best‑in‑class wealth, employee benefits, and retirement planning. The role is based in Edinburgh.

Position:
Paraplanner – hybrid working.

• Draft suitability reports with guidance from the Financial Planner, ensuring compliance with all regulations.
• Coordinate with Financial Planners to secure complete and accurate client data.
• Interpret adviser meeting notes and prepare precise recommendations.
• Provide guidance to advisers on specific cases to support good consumer outcomes.
• Maintain high‑quality customer experience following Group standards.
• Adhere to research, client support, compliance, and system processes.
• Update workflow records for accurate management information.
• Manage workload, notify Line Manager of capacity changes, and keep workflows current.
• Promote best practice for adviser support and client‑facing processes.
• Ensure effective communication with CS, advisers, and colleagues.
• Run own case load efficiently and keep records up to date.
• Gather data for existing policies/schemes, analysing information using relevant software.
• Obtain illustrations and key feature documentation to support client recommendations.
• Maintain technical and industry knowledge.
• Provide coaching, mentoring, or training support to other paraplanners.
• Model excellence and adhere to Group processes.
• Identify opportunities to improve the paraplanning process.

• Excellent written and oral communication skills.
• Methodical and highly organized.
• High attention to detail.
• Complex problem solving.
• Coaching and mentoring.
• Liaison ability with colleagues.
• High numeracy.
• Enthusiasm and accuracy.
• Strong decision‑making and analytical skills.
• Excellent time management and deadline orientation.

• 1+ years’ experience in a paraplanning role in a similar environment.
• Level 4 Diploma in Financial Planning (or close to obtaining).
• Experience with IT systems supporting this service.
• High level of technical knowledge across the full range of advice.
• Understanding of FCA COB rules.

• Competitive salary.
• Private medical insurance post‑probation.
• Attractive employee pension scheme (7.5% employer & minimum 3% employee).
• 25 days annual leave (plus buy/sell up to 5 days).
• Office Christmas close (3 days).
• Life assurance.
• Health cash plan.
• Hybrid working.
• Discretionary performance‑related bonus.
• Employee assistance programme.
• Flexible benefits to choose from.

The Titan Wealth Group is committed to fostering an inclusive and equitable environment for all employees, regardless of race, age, gender, sexual orientation, religion, physical ability or disability. We provide equal opportunities in all aspects of the workplace.