Teams at Titan Wealth Holdings

Six-month rotational trainee programme across Client Support and Paraplanning in a wealth management business. Responsibilities include handling client and provider queries, maintaining records, processing instructions, tracking applications, preparing review and suitability documentation, researching products and funds, supporting cashflow modelling, and learning financial planning compliance and advice processes.

Six-month rotational trainee programme across Client Support and Paraplanning. Responsibilities include handling client and provider enquiries, maintaining records, processing instructions, tracking applications, preparing review packs and suitability documents, researching products and funds, supporting cashflow modelling, and learning financial planning, compliance, pensions, investments, and protection planning.

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.