Associate Paraplanner | Hybrid Wealth Planning Career Path

Lever, Inc.; Gateshead; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Hybrid working

Private Medical Insurance

Attractive Employee Pension Scheme

25 days Annual Leave

Life Assurance

Health cash plan

Discretionary performance relatedbonus

Employee Assistance Programme

Flexible benefits

Job summary

Titan Wealth Planning is expanding its paraplanning function in Newcastle, offering a clear development pathway within a structured team. This Associate Paraplanner role is ideal for someone progressing toward full Paraplanner/Advising status.

You’ll work with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate and ready for progression, enabling timely suitability reports and high-quality client work.

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

Paraplanning experience

Financial services experience

Regulatory knowledge

Education

Level 4 qualification / Regulated Diploma in Financial Planning or QCF Level 4 Equivalent

Tools

Intelligent Office

Job description

Titan Wealth Planning is expanding its paraplanning function in Newcastle, offering a clear development pathway within a structured team. This Associate Paraplanner role is ideal for someone progressing toward full Paraplanner/Advising status.

You’ll work with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate and ready for progression, enabling timely suitability reports and high-quality client work.