💼 About This Role

You'll work as a Senior Paraplanner at Titan Wealth, a growing wealth management firm, in a hybrid role near Inverurie or Edinburgh. You'll research and write advice reports, support team training, and maintain paraplanning tools. This role offers a competitive hybrid working pattern and the chance to step up to the next level.

🎯 What You'll Do

• Draft suitability reports with guidance from Financial Planners.
• Interpret adviser client meetings and prepare suitable recommendations.
• Coach, mentor, and train team members.
• Maintain paraplanning tools and reference materials.

📋 Requirements

• 3+ years experience in a Paraplanning role in a similar environment
• Level 4 Diploma in Financial Planning
• 5+ years of regulatory or financial industry experience
• High level of technical knowledge across full advice range

✨ Nice to Have

• Experience with IT systems supporting paraplanning
• Understanding of FCA COB rules
• Coaching and mentoring skills

🎁 Benefits & Perks

• 🏖️ Hybrid working pattern
• 📈 Career development opportunities
• 👥 Supportive team environment
• 📚 Training and mentoring