My client is currently looking for an experienced Paraplanner to join their team in Wigan. As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support. You will work closely with Advisers and Administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust. This role offers exposure to a broad range of financial planning areas including pensions, investments, protection, retirement planning and estate planning. This is a hybrid working role with 3 days in the office and 2 from home. Responsibilities To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given Assist...

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support. You will work closely with advisers and administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust. This role offers exposure to a broad range of...

Do you have experience working in the Insurance industry within Personal Lines ? Looking for that next great move in your career? Then we have an exciting new opportunity for you as an Insurance Account Handler within our friendly team based in Blackpool . Joining us as an Insurance Account Handler means you'll have the benefit of working Monday to Friday (no weekends here!) earn a basic salary relative to your experience as well as a generous bonus structure. You'll also be rewarded with all the great benefits of working with the UKs largest independent Insurance Brokers. More on that below. So, what does the role of an Insurance Account Handler here involve? Every day you will be supporting a designated client portfolio, acting as their first point of contact, building strong relationships, and supporting them with queries as they arise. This role is perfect for you if you love customer service or sales as relationship-building with our clients will be the key to...