We’re looking for an Associate Paraplanner to join our growing paraplanning function in Basingstoke. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment.
You’ll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress—enabling suitability reports to be produced efficiently and without delay.
Responsibilities
- Undertaking technical research to support suitability reports and recommendations
- Producing basic report writing and documentation to a high standard
- Liaising with Advisers and Client Support staff to ensure all information and requirements are complete
- Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly
- Supporting the paraplanning team with case preparation and workflow management
- Maintaining a strong understanding of regulatory requirements and internal processes
Requirements
- A minimum of 2 years’ experience within the financial services profession.
- Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
- Experience gained with Intelligent Office would be an advantage
- Experience within Financial Services administration or a similar environment.
- Experience of working with IT systems that support this service.
Skills Required
- Minimum of 2 years' experience within the financial services profession.
- Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent.
- Experience gained with Intelligent Office.
- Experience within Financial Services administration or a similar environment.
- Experience of working with IT systems that support paraplanning services.
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
