Jobs at Titan Wealth Holdings

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.

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.

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.

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.

Provide technical paraplanning support to advisers by producing tailored suitability reports, cashflow and financial planning models (investment, retirement, tax, IHT, long-term care), preparing client letters, updates and reviews, liaising with administrators and professional advisers, and supporting associate paraplanners while maintaining report templates and models.

Provide technical paraplanning support to advisers: analyze client needs, build cashflow and computer models, prepare tailored suitability reports and reviews, liaise with administrators and professional partners, manage client files, and maintain templates and compliance through ongoing CPD.

Support paraplanning team by researching technical issues, preparing and reviewing case files, producing basic suitability report content, liaising with advisers and client support, and ensuring regulatory and process compliance.

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.

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.

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

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

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.

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.

Own and optimise the Group's finance systems (NetSuite, Embat, Pleo), support acquisition onboarding and consolidation, maintain integrations and data integrity, drive automation and reporting improvements, govern UAT and change releases, train users, and partner with Finance, IT and external suppliers to improve finance processes and reduce manual month-end effort.

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.

Lead training and competence for trainee and Competent Adviser Status (CAS) Financial Planners: coach remotely, conduct role-plays/observations/assessments, review files, analyse KPIs, maintain training materials, ensure regulatory compliance, and support continuous professional development across the team.

Provide administrative support to financial advisers: update client and plan data in IO, gather provider information, validate funds and valuations, prepare reports and OneNote packs, handle client communications, new business processing, and liaise with providers while ensuring compliance and service standards.

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.