The Role
Prepare client review packs, draft suitability and recommendation reports, research financial products and providers, build cashflow models, process new business submissions, maintain accurate records, and support advisers with compliant case progression. The role suits someone with financial planning experience who is organised, accurate, communicative, and motivated to develop technical paraplanning expertise.
Summary Generated by Built In
Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients’ financial planners for the rest of their lives.
Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice.
Looking to take the next step in your financial planning career?
Whether you're an experienced Financial Planning Administrator ready to move into your first dedicated paraplanning position, or you already have some paraplanning exposure and are looking to develop further, this could be the perfect opportunity.
Joining our Kettering office means becoming part of a supportive and collaborative team that is genuinely invested in your success. We are committed to providing the training, mentorship and hands-on experience needed to help you build your technical knowledge, develop your confidence and progress your career, all within a business that values its people and encourages long-term professional growth.
u
- Prepare annual review packs and supporting documentation for client meetings
- Draft suitability reports and associated recommendation documents using templated frameworks
- Carry out basic research on products and providers in line with adviser requirements
- Build and maintain cashflow models to support financial planning advice
- Prepare and process new business submissions, including platform instructions
- Maintain accurate records and ensure timely updates to back‑office systems
- Work closely with Advisers and colleagues to progress cases efficiently and compliantly
About you
- Have experience of working within a financial planning environment
- Highly organised with a strong focus on accuracy and quality
- Demonstrates a genuine willingness to develop technical knowledge
- Proactively asks questions and seeks clarification when needed
- Communicates clearly and confidently with advisers and colleagues
- Manages time effectively and meets internal deadlines
At Titan Wealth, we’re Creative, Collaborative, and Committed. We know this isn’t an environment for everyone – it’s fast-paced, complex, and full of change. But if you’re ambitious, client-focused, and excited to help shape one of the UK’s top 10 wealth management businesses, this could be the opportunity you’ve been looking for.
Skills Required
- Experience working within a financial planning environment
- Highly organised with a strong focus on accuracy and quality
- Willingness to develop technical knowledge
- Proactively asks questions and seeks clarification when needed
- Clear and confident communication with advisers and colleagues
- Ability to manage time effectively and meet internal deadlines
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
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.
.png){kind=logo}
