Paraplanner: Join a Fast-Growing Wealth Management Team

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 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.