Responsibilities
- Lead, coach, and develop a team of paraplanners across multiple locations
- Conduct regular one-on-one meetings, performance reviews, and development discussions
- Provide ongoing mentoring, support, and constructive feedback
- Foster a positive, collaborative, and high-performance team culture
- Identify and nurture future talent within the function
- Oversee daily allocation of work across the team
- Manage capacity planning and prioritization to maintain service standards
- Monitor workloads and resource requirements across the function
- Support business growth by ensuring appropriate team structure and resourcing
- Maintain high standards of paraplanning output and report quality
- Conduct first-line quality reviews and identify coaching opportunities
- Act as an escalation point for technical and complex planning queries
- Promote a 'right first time' approach and drive continuous improvement in quality standards
- Ensure all work complies with FCA requirements and internal policies
- Develop and utilize management information to monitor team performance and productivity
- Identify opportunities to improve efficiency, consistency, and service delivery
- Support the implementation of new processes and ways of working
- Help embed the Titan Wealth approach across newer team members and recently established teams
- Build strong relationships with financial planners, client support teams, and wider business functions
- Act as a key liaison between departments to drive collaboration and improve client outcomes
- Support the delivery of a seamless end-to-end financial planning service
Benefits
- Competitive salary
- Private medical insurance after probation
- Attractive employee pension scheme (7.5% employer and minimum 3% employee contribution)
- 25 days annual leave (plus buy and sell up to 5 days)
- Office Christmas closure (3 days)
- Life assurance
- Health cash plan
- Hybrid working
- Discretionary performance-related bonus
- Employee assistance programme
- And lots of flexible benefits to choose from
Compensation
Competitive salary, discretionary performance-related bonus, and pension scheme
Work Arrangement
Hybrid — Bristol, Cardiff
Team
Lead a team of paraplanners across multiple locations
Other
- Travel to other sites required
- Based in either Bristol or Cardiff office
