Jobless Developer
Titan Wealth Holdings Limited logo
Titan Wealth Holdings Limited

Posted 3 months ago

Open

Associate Paraplanner

NewcastleHybrid

AI Summary

An Associate Paraplanner supports the paraplanning team by conducting technical research, producing documentation, and liaising with advisers and client support to ensure cases are accurate and complete.

About this role

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

We’re looking for an Associate Paraplanner to join our growing paraplanning function in Newcastle. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment.

You’ll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress—enabling suitability reports to be produced efficiently and without delay.

We can off a clear development pathway within a structured paraplanning team. Exposure to varied and technically engaging cases, a supportive environment focused on quality, collaboration, and learning and an opportunity to continue progressing towards full Paraplanner/Advising status.

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

    • Requirements

  • 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.

    • Skills

    Case Workflow ManagementDocument ProductionFinancial PlanningIntelligent OfficeIT Systems SupportParaplanningRegulatory ComplianceSuitability Reports

    Explore related jobs

    More jobs at Titan Wealth Holdings Limited

    Similar Case Workflow Management jobs

    Jobs in Newcastle

    Browse these categories

    Financial Planning JobsRegulatory Compliance JobsJobs in South Africa

    Market data for this role

    All reports →