Associate Paraplanner

Lever, Inc.; Gateshead; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Hybrid working

Private Medical Insurance

Attractive Employee Pension Scheme

25 days Annual Leave

Life Assurance

Health cash plan

Discretionary performance relatedbonus

Employee Assistance Programme

Flexible benefits

Job summary

Titan Wealth Planning is expanding its paraplanning function in Newcastle, offering a clear development pathway within a structured team. This Associate Paraplanner role is ideal for someone progressing toward full Paraplanner/Advising status.

You’ll work with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate and ready for progression, enabling timely suitability reports and high-quality client work.

Qualifications

• A minimum of 2 years’ experience within the financial services profession.
• Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
• Experience gained with Intelligent Office would be an advantage
• Experience within Financial Services administration or a similar environment.
• Experience of working with IT systems that support this service.

Responsibilities

• Undertaking technical research to support suitability reports and recommendations.
• Producing basic report writing and documentation to a high standard.
• Liaising with Advisers and Client Support staff to ensure all information and requirements are complete.
• Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly.
• Supporting the paraplanning team with case preparation and workflow management.
• Maintaining a strong understanding of regulatory requirements and internal processes.

Skills

Paraplanning experience

Financial services experience

Regulatory knowledge

Education

Level 4 qualification / Regulated Diploma in Financial Planning or QCF Level 4 Equivalent

Tools

Intelligent Office

Job description

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.

We’re looking for an Associate Paraplanner to join our growing paraplanning function in Newcastle. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment.

You’ll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress – enabling suitability reports to be produced efficiently and without delay.

We can off a clear development pathway within a structured paraplanning team. Exposure to varied and technically engaging cases, a supportive environment focused on quality, collaboration, and learning and an opportunity to continue progressing towards full Paraplanner/Advising status.

Responsibilities

• Undertaking technical research to support suitability reports and recommendations
• Producing basic report writing and documentation to a high standard
• Liaising with Advisers and Client Support staff to ensure all information and requirements are complete
• Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly
• Supporting the paraplanning team with case preparation and workflow management
• Maintaining a strong understanding of regulatory requirements and internal processes

Requirements

• A minimum of 2 years’ experience within the financial services profession.
• Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
• Experience gained with Intelligent Office would be an advantage
• Experience within Financial Services administration or a similar environment.
• Experience of working with IT systems that support this service.

Company Values

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Benefits

• Competitive salary
• Private Medical Insurance post probation
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave (plus buy and sell up to 5 days)
• Office Christmas close (3-days)
• Life Assurance
• Health cash plan
• Hybrid working
• Discretionary performance related bonus
• Employee Assistance Programme
• 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.