Paraplanning Team Leader

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.

To lead and mentor the paraplanning team, geographically spread, ensuring the timely and accurate delivery of high-quality paraplanning support to Independent Financial Advisers (IFAs) and clients, while upholding company procedures and regulatory standards.

The role is Hybrid, 3 days from the Bristol office, 2 days can be home-based.

The ideal candidate will have proven experience in direct line management of paraplanners (essential), including performance management, and ability to guide the team through a period of change, particularly in the context of mergers and acquisitions (M&A).

The successful candidate will possess strong leadership qualities, such as: integrity, positive ambassador, ability to elevate others when times are tough, self-awareness, compassion, empathy and buckets of resilience.