Paraplanner

Titan Wealth Holdings Limited; Kettering (OH); On-site; USD 43,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Enhanced benefits package

Ongoing professional development and 2

Career progression opportunities

Collaborative culture

Job summary

Titan Wealth Holdings Limited is seeking a proactive Paraplanner to join our established wealth management team in Kettering. You will support Financial Planners with client advice, research, and preparation of suitability reports.

We value accuracy, strong writing and research skills, and a Diploma Level 4 in Financial Planning or progress toward it. This is a career-focused role with clear progression within a growing business.

Qualifications

• Paraplanning or financial planning support experience.
• Diploma Level 4 in Financial Planning or actively pursuing it.
• Strong knowledge of financial planning products and services.

Responsibilities

• Assist Financial Planners with client advice and preparation.
• Conduct research and analysis across products and providers.
• Produce suitability reports and documentation.
• Ensure client files and recommendations meet regulatory standards.
• Liaise with advisers, administrators and providers.
• Support ongoing review and servicing of portfolios.
• Maintain accurate client records and documentation.

Skills

Paraplanner experience

Diploma Level 4

Technical knowledge

Report writing

Attention to detail

Communication

Team player

Education

Level 4 Diploma in Financial Planning

Job description

Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients' financial planners for the rest of their lives.

Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice.

Are you a Paraplanner looking for your next opportunity within a growing and ambitious wealth management business?

We are seeking a proactive and detail-oriented Paraplanner to join our established team in Kettering. This role offers the opportunity to work closely with Financial Planners, supporting the delivery of high-quality financial advice and helping clients achieve their financial goals.

We are open to applications from individuals who already have some paraplanning experience and are either Diploma qualified or actively working towards achieving their Level 4 Diploma in Regulated Financial Planning.

What you will be doing

• Assisting Financial Planners with the preparation and delivery of client advice
• Conducting research and analysis across financial products and providers
• Producing suitability reports and recommendation documentation
• Ensuring all client files and recommendations meet regulatory and compliance standards
• Liaising with advisers, administrators, providers and other key stakeholders
• Supporting the ongoing review and servicing of client portfolios
• Maintaining accurate client records and documentation

About you

• Previous experience within a Paraplanning or financial planning support role
• Diploma qualified or close to achieving the Level 4 Diploma in Financial Planning
• Strong technical knowledge of financial planning products and services
• Excellent report writing and research skills
• High levels of accuracy and attention to detail
• Strong communication and organisational skills
• A team player who is keen to develop and progress their career within wealth management

At Titan Wealth, we’re building a modern wealth management business that puts clients and colleagues at the heart of everything we do. You'll join a collaborative and supportive environment where professional development is encouraged and career progression is genuinely achievable.

We offer:

• Competitive salary
• Enhanced benefits package
• Ongoing professional development and study support
• Opportunities for career progression within a growing business
• A collaborative culture built around our values of Creativity, Commitment and Collaboration

If you're looking to take the next step in your paraplanning career and join a business with ambitious growth plans, we'd love to hear from you.

At Titan Wealth, we’re Creative, Collaborative, and Committed. We know this isn't an environment for everyone – it’s fast-paced, complex, and full of change. But if you’re ambitious, client-focused, and excited to help shape one of the UK’s top 10 wealth management businesses, this could be the opportunity you’ve been looking for.