Associate Paraplanner

Remote Worker LTD.

Wigan

On-site

GBP 26,000 - 36,000

Full time

7 days ago
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Job summary

Titan Wealth Planning (TWP) is seeking an Associate Paraplanner to join our paraplanning team in Standish – Wigan. This role suits someone who has started their Level 4 qualification and wants to grow technical paraplanning skills in a structured, supportive environment.

You will work closely with Paraplanners, Advisers, and Client Support to ensure cases are accurate and ready for progression, helping to produce efficient suitability reports.

Qualifications

  • Must have started Level 4 paraplanning qualification.
  • Interest in developing technical paraplanning skills within a structured environment.

Responsibilities

  • Collaborate with Paraplanners, Advisers, and Client Support teams to prepare cases accurately and ready for progression.
  • Assist in producing suitability reports through effective paraplanning processes.

Skills

Paraplanning

Education

Level 4 paraplanning qualification

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 Standish - Wigan. 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.

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