Jobs at Titan Wealth Holdings

Provides administrative support to Training and Competence managers within a financial services business. Responsibilities include maintaining Access Evo records, training registers, qualification records, CII memberships, adviser SPS renewals, spreadsheets, compliance data, management information, and certification processes. The role supports FCA compliance, complaints procedures, financial crime and GDPR requirements, training allocation, exam administration, and T&C communications. It is primarily remote with occasional travel for team meetings and adviser visits.

Provide end-to-end pre- and post-sales administration for financial planners, act as client primary contact, prepare new business applications and policy documentation, liaise with providers and platforms, maintain client records and workflows, support diary management and onboarding, and ensure FCA compliance.

Support financial planners by performing technical research, drafting suitability reports, ensuring compliance with FCA rules, managing a personal caseload across pensions, investments, protection, retirement and estate planning, liaising with advisers and administrators, maintaining high data quality, and coaching or mentoring other paraplanners.

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.

Provide holistic financial planning and manage long-term client relationships across retirement, investments, pensions, estate, protection and intergenerational wealth planning. Inherit and maintain a mature client portfolio, collaborate with support and paraplanning teams, and pursue growth through referrals and ongoing lead generation.

Draft suitability reports, research client policies, obtain illustrations and documents, support advisers, maintain paraplanning tools and records, mentor colleagues, and ensure compliance with FCA and Group standards.

Lead and operate Titan's total rewards function: maintain job grading and salary structures, run annual pay and bonus cycles, manage benchmarking, pay equity and reporting, oversee benefits and pensions, support global mobility, implement HiBob compensation module, and provide governance, regulatory compliance and reward reporting while line-managing a compensation specialist.

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.

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.

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.

Prepare tailored suitability reports, construct cashflow and financial planning models, analyse client requirements, maintain client files and back-office records, produce reviews and investment performance reports, liaise with advisers, administrators and external professional advisers, and support associate paraplanners to deliver high-quality client outcomes.

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.