Titan Wealth Holdings Jobs

Associate Paraplanner

Titan Wealth Holdings

Associate Paraplanner

Reposted Yesterday

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Kettering, Northamptonshire, England, GBR

In-Office

Entry level

Financial Services

The Role

The Associate Paraplanner provides technical and administrative support to Financial Planners, preparing documentation, conducting product research, and maintaining client records.

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.

About the Role

We’re looking for an Associate Paraplanner to join our Kettering-based paraplanning team. This is a backfill opportunity within an established team, providing technical and administrative support to Financial Planners to ensure high‑quality, compliant client advice and an excellent client experience.

This role is ideal for someone early in their paraplanning career who is keen to develop their technical knowledge within a structured, supportive environment.

Responsibilities

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

Hold a minimum of 2 R0 Exams

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

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Terms

- Competitive salary

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave + public holidays

- Buy and sell holidays up to 5 days

- Office Christmas close (3-days)

- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

- Hybrid working

- Further education and training support

- Discretionary performance related bonus

- Confidential Employee Assistance Programme

- 2 days per year for voluntary work

- And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

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

Hold a minimum of 2 R0 Exams
Highly organised with a strong focus on accuracy and quality
Willingness to develop technical knowledge
Strong communication skills
Effective time management

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The Company

London

91 Employees

Year Founded: 2020

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.