Teams at Titan Wealth Holdings

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.