Paraplanner

Titan Wealth Holdings Limited

Edinburgh, United Kingdom
On-site
Level 4 qualified paraplanner
Report-writing support
Client suitability reports
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally

Job Summary

  • Titan Wealth is a fast-growing wealth management business, both in the UK and internationally.
  • You’ll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers.
  • The role is full-time, permanent, and based in Edinburgh or Inverurie with a hybrid working approach.

Matching Summary

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally.

Skills & Requirements

Must-have

  • Level 4 qualified Paraplanner
  • Report-writing support
  • Client suitability reports
  • Hybrid office-based work
  • Team collaboration

Nice-to-have

  • Dynamic work environment
  • Individual and team initiative
  • Delivering better client outcomes

Key Requirements

  • Level 4 qualification
  • Experience in paraplanning
  • Office-based in Edinburgh or Inverurie

Work Rights

Not specified

Tailored Resume

Cover Letter