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titanwh·10 months ago

Paraplanning Team Leader

Bristol, United KingdomHybridFull-timeMid · 2-5 yearsH1B likely

About this role

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!
 
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

Titan Wealth is continuing to invest in and strengthen its Paraplanning function and is seeking an experienced Paraplanning Team Leader to lead a growing team through an exciting period of development and transformation.

This is an opportunity for an accomplished people manager to take ownership of a multi-site Paraplanning team, driving quality, consistency, performance and engagement whilst helping to shape the future of the function.

You'll be responsible for leading a team of Paraplanners across multiple locations, providing day-to-day leadership, coaching and operational oversight. Working closely with Financial Planners, Client Support teams and senior management, you'll ensure workloads are effectively managed, service levels are maintained and team members are supported to reach their full potential.

The role will play a key part in embedding best practices, developing processes and creating a high-performing culture focused on quality, collaboration and continuous improvement.

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