Teams at Titan Wealth Holdings

Six-month graduate rotation across Client Support and Paraplanning in a wealth management business. Responsibilities include handling client and provider enquiries, maintaining records, processing instructions, tracking applications, preparing review and suitability documents, researching products and funds, supporting cashflow modelling, and learning financial planning processes, compliance requirements, and advice standards. Successful candidates may progress into a permanent Client Support or Paraplanning role.

Provides senior administrative and technical support to financial advisers, managing complex client cases, reviews, valuations, new business submissions, provider liaison, client communications, regulatory compliance, and accurate maintenance of financial planning records. The role also handles client and provider enquiries, mentors junior colleagues, supports service excellence, and contributes to process improvements while adhering to FCA regulations, Consumer Duty, and TCF/RCR principles.

Supports Financial Planners and high-net-worth clients with reviews, valuations, servicing, new business processing, provider liaison, technical administration, and accurate recordkeeping. Handles complex client and provider queries, maintains compliance standards, improves processes, and coaches colleagues. The role requires strong financial planning administration knowledge, particularly across pensions, investments, and protection, plus excellent organisation, communication, and attention to detail.