Jobs at Titan Wealth Holdings

Draft suitability reports and recommendations, research client policy data, maintain paraplanning tools and workflows, coach and mentor team members, ensure FCA and Group compliance, manage own caseload, liaise with advisers and colleagues, and proactively improve paraplanning processes.

The Training and Competence Manager will develop Trainee Financial Planners, ensure compliance with regulations, and foster positive relationships with advisers across the region.

Provide high-quality client service and administrative support to a senior financial adviser managing HNW clients. Manage client queries, prepare and process documentation, liaise with providers, support client reviews and case progression, prioritise workload, ensure accuracy, and identify process improvements to enhance client outcomes.

Designs and runs group-wide reward frameworks including adviser commission and bonus schemes, salary benchmarking, job grading, benefits and pension oversight. Leads acquisition reward due diligence and harmonisation, implements HiBob compensation processes, provides cost modelling and reporting, manages reward governance, communications and a Compensation & Benefits Specialist.

Research and draft suitability advice reports, support and coach paraplanning team members, maintain paraplanning tools and workflows, ensure compliance with FCA rules, manage own caseload, and improve paraplanning processes to deliver excellent client outcomes.

Provide administrative support to financial advisers: maintain and validate client and plan records in IO, request and chase provider data, update transactions and valuations, prepare client valuation reports and OneNote packs, liaise with advisers and providers, handle calls and new business processing, and ensure compliance with FCA and company procedures.

Draft suitability advice reports, research client policies and illustrations, maintain paraplanning tools, and ensure compliance with FCA and internal processes. Support and coach advisers and paraplanners, manage own caseload, update workflows and MI, and identify process improvements to deliver high-quality client outcomes.

Provide technical and report-writing support to advisers: analyse client needs, build cashflow and financial planning models, prepare suitability reports and recommendations, manage client files and back-office records, coordinate applications and liaise with professional partners.

Prepare research and suitability advice reports, support and coach paraplanning team members, maintain paraplanning tools and reference material, liaise with financial planners to gather client data, produce illustrations and documentation, ensure compliance with FCA/Group standards, and proactively improve paraplanning processes.

Provide technical and report-writing support to advisers, produce tailored suitability reports, develop cashflow models, construct financial planning solutions (investment, retirement, tax, IHT), manage client files and records, prepare reviews, liaise with administrators and external advisers.

This role involves providing financial planning and advice to clients, developing new business, maintaining client relationships, and ensuring compliance with regulations. It requires a level 4 diploma in regulated financial planning and excellent financial planning knowledge.

The Technical Business Analyst will bridge business and technical teams, translating complex requirements into clear documentation for technology solutions in wealth management.

The Financial Planner will deliver excellent financial planning and service to clients, focusing on business development and maintaining strong client relationships, while ensuring compliance with regulations and company policies.

This role involves delivering financial advice and planning services to clients, focusing on business development, compliance, and maintaining client relationships.

Lead design and delivery of pay, bonus, adviser commission and benefits across a multi-entity, acquisitive wealth-management group. Build and run salary benchmarking, job grading, pay-equity analysis, annual pay and bonus cycles, reward due diligence for acquisitions, HiBob compensation implementation, reward cost modelling, governance, communications and line-manage a Compensation & Benefits Specialist.

Manage an inherited client bank (~£60M AUM) delivering holistic financial planning across pensions, investments, protection, tax and retirement. Maintain long-term client relationships, run review cycles, identify growth opportunities, collaborate with internal teams, and ensure FCA-compliant suitability reports and adviser competence.

Manage and develop an existing client bank delivering holistic financial planning across pensions, investments, protection, tax and retirement. Maintain client relationships, deliver compliant advice, run review cycles, generate referrals and collaborate with wider teams to deliver integrated wealth solutions.

This role supports financial advisers by managing client data, processing transactions, ensuring compliance, and maintaining client communication. Responsibilities include preparing client reviews and validation of financial plans, ensuring timely delivery of services, and enhancing customer support.

The Business Development Manager will drive growth across Private Client and Corporate markets by identifying, developing, and converting new opportunities, while building relationships and managing the sales pipeline.

Assist in delivering financial planning advice to clients, maintaining client relationships, and supporting the transition to full Financial Planner status. Responsibilities include client reviews, compliance, and collaboration with teams to achieve financial goals.