Paraplanner - Repat Team

Titan Wealth Holdings Limited

Bristol, England, United Kingdom
On-site
High-quality technical support
Report-writing support
Suitability reports production
You’ll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers

Job Summary

  • You’ll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers.
  • This offers exposure to varied, technically interesting cases and the opportunity to make a real impact at an important point in the client journey.
  • A core part of this role sits within our specialist Repatriation team, supporting advisers who work with clients returning to the UK.

Matching Summary

You’ll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers.

Skills & Requirements

Must-have

  • high-quality technical support
  • report-writing support
  • suitability reports production

Nice-to-have

  • client experience focus
  • team collaboration skills
  • adaptability to varied cases

Key Requirements

  • experience in report writing
  • knowledge of financial services
  • ability to tailor reports

Work Rights

Not specified

Tailored Resume

Cover Letter