Associate Paraplanner - Hybrid Wealth Planning

Titan Wealth; Standish; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance post-probab/

Pension scheme

25 days annual leave

Office Christmas close (3-days)

Life Assurance

Health cash plan

Hybrid working

Discretionary performance relatedbonus

Employee Assistance Programme

Flexible benefits

Job summary

Titan Wealth is 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

Qualifications

• Minimum 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

• 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 information is complete.
• Reviewing files to ensure compliance and readiness for action.
• Supporting paraplanning team with case preparation and workflow management.
• Maintaining understanding of regulatory requirements and internal processes.

Skills

Paraplanning experience

Financial services experience

IT systems familiarity

Documentation skills

Education

Regulated Diploma in Financial Planning / QCF Level 4

Tools

Intelligent Office

Job description

Titan Wealth is 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