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!
This role is for our international pillar, Titan Wealth International (TWI), based in Dubai, United Arab Emirates.
The Paraplanner will work closely with the Head of Advice, playing a crucial role in evaluating the quality of financial advice provided to TWI clients. This position ensures that all advice adheres to the highest industry standards and complies with regulatory requirements.
The candidate will offer exceptional specialist support and guidance to the Private Wealth team, contributing significantly to the delivery of top-tier advice. They should be proactive, detail-oriented, and committed to maintaining the integrity of our financial advisory services.
In this role, the Paraplanner will support advisers with complex cases, providing thorough research and analysis to enhance the client experience. They should be knowledgeable and dedicated to continuous professional development to stay ahead in the ever-evolving financial landscape.
Job Responsibilities
- Assist the Head of Advice in evaluating the quality of financial advice provided to clients.
- Provide high-quality specialist support and guidance to Financial Advisers, ensuring advice meets industry standards and regulatory requirements.
- Help write suitability reports for complex cases, including tax-efficient investment strategies and trust planning.
- Enhance and integrate advice standards into the company's processes, ensuring adherence.
- Ensure continuous improvement of the company's presentation materials.
- Create internal sales aids or bulletins on tax changes and revenue-generating business opportunities.
- Periodically review and update suitability report templates to align with regulatory standards.
Job Requirements
- Minimum 3 years’ experience in technical development or advice role.
- Minimum degree level education.
- Level 4 Qualified (or close to achieving) from a Financial Industry recognized institute.
- Understanding of the financial sector including sales principles challenges, and best practices.
- Ability to analyse financial data and provide insights for complex cases.
- Proficiency in writing detailed suitability reports, including tax-efficient investment strategies and trust planning.
- Familiarity with a Customer Relationship Management (CRM) software is essential - be comfortable navigating CRM systems to manage customer interactions, track inquiries, and maintain accurate records.
- Proficiency in data entry tools and attention to detail are important.
- Familiarity with relevant laws, regulations, and standards that govern our industry and the ability to ensure that the service they provide complies with these requirements.
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.
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- 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.
Top Skills
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
