Associate Paraplanner — Hybrid Role with Clear Development Path

Titan Wealth Holdings Limited; Wigan; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Private Medical Insurance post prob

Attractive Pension Scheme

25 days Annual Leave

Life Assurance

Health cash plan

Discretionary bonus

Employee Assistance Programme

Flexible benefits

Job summary

Titan Wealth Holdings Limited is seeking an Associate Paraplanner to join its Standish - Wigan paraplanning team. You will support advisers and clients, ensuring cases are accurate and ready for progression, while developing technical skills in a structured environment.

Ideal candidates will be progressing through Level 4 or QCF4 and possess at least 2 years in financial services, with a focus on regulatory and IT-supported processes. Hybrid working and clear development pathways are offered.

Qualifications

• Minimum 2 years’ experience in financial services.
• Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent.
• Experience with Intelligent Office would be an advantage.
• Experience in 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

Financial services experience

Regulatory compliance

Education

Regulated Diploma in Financial Planning or QCF Level 4 Equivalent

Tools

Intelligent Office

Job description

Titan Wealth Holdings Limited is seeking an Associate Paraplanner to join its Standish - Wigan paraplanning team. You will support advisers and clients, ensuring cases are accurate and ready for progression, while developing technical skills in a structured environment.

Ideal candidates will be progressing through Level 4 or QCF4 and possess at least 2 years in financial services, with a focus on regulatory and IT-supported processes. Hybrid working and clear development pathways are offered.