Jobs at Titan Wealth Holdings

Manage discretionary and advisory client portfolios to meet objectives and risk profiles, generate investment ideas, grow assets under management, maintain client relationships, ensure regulatory and compliance standards (AML, Conduct of Business, FIT & Proper), mentor support staff, and support business development.

Manage discretionary and advisory client portfolios to meet objectives and risk profiles, develop client relationships and new business, ensure regulatory and compliance standards, mentor support staff, and contribute to firm investment processes and reporting.

The Paraplanner supports Financial Planners by analyzing client needs, constructing financial solutions, and preparing documentation, while collaborating with other industry professionals to ensure a compliant service.

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.

The Front of House - Communications Apprentice will support communications operations by preparing and distributing messaging, ensuring accuracy, and coordinating across teams.

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.

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.

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: manage client and plan data in IO, request and validate provider information, prepare client valuation reports and OneNote packs, liaise with providers and advisers, process new business, handle client enquiries, and ensure compliance with internal and FCA procedures.

Provide operational support to financial advisers by preparing client reviews, validating plan and fund data in IO, liaising with providers, producing client reports and packs, managing enquiries, and ensuring compliance with FCA rules 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.

Support paraplanning team by researching technical issues, preparing and producing basic suitability reports, reviewing files for compliance and accuracy, liaising with advisers and client support, and managing case workflow while learning regulatory requirements.

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.

Support paraplanning team by performing technical research, preparing basic suitability report content, liaising with advisers and client support, reviewing files for compliance and accuracy, managing case preparation and workflow, and maintaining knowledge of regulatory requirements and internal 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 Senior Analytics Engineer will analyze data to provide insights, develop SQL queries, design Power BI reports, and support data engineering efforts within the wealth management business.