Associate Paraplanner | Hybrid Wealth Planning

Titan Wealth Holdings Limited; Standish; Hybrid; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

Pension Scheme

25 days Annual Leave

Office Christmas close

Life Assurance

Health cash plan

Hybrid working

Discretionary bonus

Employee Assistance Programme

Flexible benefits

Job summary

Titan Wealth Planning (TWP) is seeking an Associate Paraplanner to join our paraplanning function in Standish - Wigan. This role suits someone progressing Level 4, aiming to build technical skills in a supportive environment with a clear development pathway toward Paraplanner/Advising status.

Work with Paraplanners, Advisers and Client Support to ensure cases are accurate, complete and ready for progress, enabling timely suitability reports with high quality output.

Qualifications

• Minimum 2 years’ experience within the financial services profession.
• Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent.
• Experience with IT systems that support financial planning services.

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 concepts

Regulatory awareness

Education

Regulated Diploma in Financial Planning or QCF Level 4 Equivalent

Tools

Intelligent Office

Job description

Titan Wealth Planning (TWP) is seeking an Associate Paraplanner to join our paraplanning function in Standish - Wigan. This role suits someone progressing Level 4, aiming to build technical skills in a supportive environment with a clear development pathway toward Paraplanner/Advising status.

Work with Paraplanners, Advisers and Client Support to ensure cases are accurate, complete and ready for progress, enabling timely suitability reports with high quality output.