Associate Paraplanner

Titan Wealth; Gateshead; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

Pension scheme

25 days leave

Office close at Christmas

Life Assurance

Health cash plan

Hybrid working

Discretionary bonus

Employee Assistance Programme

Flexible benefits

Job summary

Titan Wealth Planning (TWP), a Titan Wealth subsidiary, is seeking an Associate Paraplanner to join our paraplanning team in Newcastle. You will support advisers, prepare technical research for suitability reports, and help progress cases efficiently within a structured environment.

This role offers a clear development pathway toward full paraplanner/advising status, a collaborative culture focused on quality, and hybrid working with ongoing learning opportunities.

Qualifications

• Minimum of 2 years' experience in financial services.
• Working towards Regulated Diploma in Financial Planning or QCF Level 4.
• Experience with Intelligent Office is advantageous.
• Experience in Financial Services administration or similar environment.
• Experience with IT systems supporting this service.

Responsibilities

• Undertake technical research to support suitability reports.
• Produce basic report writing and documentation to a high standard.
• Liaise with Advisers and Client Support to ensure information is complete.
• Review files for compliance, accuracy and actionability.
• Support paraplanning team with case preparation and workflow.
• Maintain understanding of regulatory requirements and internal processes.

Skills

Financial services experience

IT systems proficiency

Education

Regulated Diploma in Financial Planning or QCF Level 4

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

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.

Some of our 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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.