Associate Paraplanner: Fast-Track to Paraplanning & Advising

Titan Wealth; Gateshead; Hybrid; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Pension scheme

Annual leave 25

Office close at Christmas

Life assurance

Health plan

Hybrid working

Bonus potential

Employee assistance

Job summary

Titan Wealth is seeking an Associate Paraplanner to join our paraplanning function in Newcastle. This role is ideal for someone who has started their Level 4 qualification and wants to develop technical skills within a structured, supportive paraplanning environment.

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

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

Financial services experience

Paraplanning support

Report writing

Regulatory knowledge

Education

Regulated Diploma in Financial Planning or QCF Level 4 Equivalent

Tools

Intelligent Office

Job description

Titan Wealth is seeking an Associate Paraplanner to join our paraplanning function in Newcastle. This role is ideal for someone who has started their Level 4 qualification and wants to develop technical skills within a structured, supportive paraplanning environment.

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