Associate Paraplanner

Titan Wealth Holdings Limited (previously known as Aspira Corporate Solutions Ltd) is a top financial planning company located in Bristol, UK. 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.

The business was recently acquired by Titan Wealth Holdings, so an exciting time for the business and new talent in terms of growth and opportunities! To learn more please read on: News – Titan Wealth Holdings (titanwh.com) - under "News" tab.

The role

To support the paraplanning team, by undertaking research, basic report writing and liaising with Advisers and Client Support staff to ensure that all requirements are included within any file submitted and are capable of being actioned without delay thus enabling the more complex suitability reports to be completed.

Job responsibilities

• Analysing and carrying out research for basic reports.
• Undertaking basic tax calculations to support the paraplanning team.
• Writing basic suitability reports.
• Thoroughly review any file submitted and identify any items that require remedial action.
• Liaise with advisers and/or client support on queries identified such as:
• Clarity over the client’s objectives
• What is the adviser looking to achieve
• Matters that are unclear
• Queries on client charters
• Any exceptions being recorded.
• Prepare summary file submission notes and instructions for the paraplanners ensuring that all required projections are correct and advice charges are clearly documented
• Prepare specialist or specific quotations as required e.g., annuity comparisons, protection comparisons
• Ensure adherence to the documented processes and data quality standards, specifically, ensuring electronic client files in IO are updated correctly and in a timely manner in accordance with the standards in place.
• Forge excellent, collaborative working relationships with members of the advisory, client support and paraplanning teams.
• Ensure your industry, product and knowledge of the company’s standard processes and guidance is always up to date.
• To undertake other tasks as and when required, to support the needs of the business or to achieve departmental objectives
• To carry out any other duties as may reasonably be required.
• Adhere to consumer duty.
• To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
• Highly organised with excellent interpersonal skills including written and verbal communications.
• The ability to build strong, collaborative working relationships
• Good Attention to detail.
• Be able to influence others to take action
• Maintain and exceeds high standards of performance and activity
• Be self-motivated with a proactive ‘can do’ attitude
• Professional in manner and approach
• Adhere to Consumer Duty.

Education and requirements

• A minimum of 2 years’ experience within the financial services profession.
• Experience gained with Intelligent Office would be an advantage
• Experience within Financial Services administration or a similar environment.
• Experience of working with IT systems that support this service.
• Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Some of our benefits:

- Private Medical Insurance

- Employee Pension Scheme

- 24 days Annual Leave

- Dental Insurance

- Life Assurance

- Health cash plan

- 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.