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Paraplanning Team Leader at Titan Wealth

Department: TAHL - Wealth

Setup
Hybrid
Location
Cardiff, Wales
Type
Full-time
Level
lead/mgmt
Posted

Description

Titan Wealth is hiring an experienced Paraplanning Team Leader to lead and develop a multi-site team of Paraplanners. The role covers people management, workload and capacity planning, quality assurance, FCA compliance, process improvement, management information, and stakeholder collaboration with Financial Planners, Client Support, and senior management. Candidates need Level 4 financial planning qualifications, prior paraplanning or similar financial-services experience, strong financial planning and regulatory knowledge, and proven leadership and communication skills. The position offers hybrid working, private medical insurance after probation, a pension scheme, annual leave, life assurance, and other benefits.

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