Paraplanner & Mentor — Hybrid/Remote

Titan Wealth; Birmingham; On-site; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance post probat​

Employer pension scheme 7.5% employer

25 days Annual Leave

Hybrid working

Discretionary performance related bon

Employee Assistance Programme

Health cash plan

Life Assurance

Office Christmas close

Job summary

Titan Wealth is expanding its Paraplanning team in the West Midlands area with flexible remote options. The role focuses on drafting suitability reports, supporting training, and maintaining paraplanning tools and reference materials.

You will work closely with Financial Planners to ensure accurate, well-supported recommendations for clients. Join a fast-growing group backed by private equity, offering hybrid working, competitive pay, and a strong focus on professional development within wealth

Qualifications

• 1+ year experience in a paraplanning role in a similar environment.
• Level 4 Diploma in Financial Planning.
• Experience with IT systems that support paraplanning services.
• High level technical knowledge across the full range of advice.
• High-level understanding of FCA COB rules.

Responsibilities

• Draft suitability reports with guidance from the Financial Planner, ensuring compliance and accuracy.
• Liaise with Financial Planners to collect complete information for advice.
• Interpret adviser meetings and prepare suitable recommendations with care.
• Provide guidance to advisers on case specifics to support good outcomes.
• Maintain data quality and ensure processes are followed.

Skills

Communication skills

Organised

Numeracy

Attention to detail

Coaching & mentoring

Teamwork

Education

Level 4 Diploma in Financial Planning

Job description

Titan Wealth is expanding its Paraplanning team in the West Midlands area with flexible remote options. The role focuses on drafting suitability reports, supporting training, and maintaining paraplanning tools and reference materials.

You will work closely with Financial Planners to ensure accurate, well-supported recommendations for clients. Join a fast-growing group backed by private equity, offering hybrid working, competitive pay, and a strong focus on professional development within wealth