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Senior Paraplanner responsible for researching client information, drafting suitability reports, preparing recommendations, obtaining illustrations and policy documentation, and maintaining accurate case records and workflows. The role supports Financial Planners, ensures compliance with FCA requirements, manages a personal caseload, improves paraplanning processes, and provides coaching, mentoring, and training to team members. The position is based in Newcastle with hybrid working.

Prepare research and suitability advice reports, support and coach paraplanning team members, maintain paraplanning tools and reference material, liaise with financial planners to gather client data, produce illustrations and documentation, ensure compliance with FCA/Group standards, and proactively improve paraplanning processes.

Manage an established client bank of approximately £40 million in assets under management, delivering holistic financial planning across pensions, investments, protection, tax, and retirement. Build long-term client relationships, identify advice and referral opportunities, collaborate with internal teams, and maintain FCA compliance, suitability documentation, and professional adviser standards. The role is remote with occasional attendance at the Truro office and local client meetings.

Manage and develop an established client bank of approximately £40 million in assets under management. Deliver holistic financial planning advice across pensions, investments, protection, tax planning, and retirement strategies. Maintain client relationships, conduct reviews, identify referrals and cross-selling opportunities, collaborate with internal teams, and ensure advice complies with FCA regulations and company standards. The role includes business development, client file governance, and ongoing professional knowledge maintenance.

Manage an established client bank of approximately £40 million in assets under management. Deliver holistic financial planning advice across pensions, investments, protection, tax planning, and retirement. Build long-term client relationships, identify referral and cross-selling opportunities, collaborate with investment and support teams, and maintain FCA compliance, suitability documentation, and Competent Adviser Status requirements.

Supports Independent Financial Advisers by preparing client reviews, maintaining accurate plan and policy data, producing valuation reports and client documentation, processing new business, liaising with providers, and handling client and adviser enquiries. The role requires compliance with FCA regulations, accurate recordkeeping, timely administration, and ongoing coordination with advisers, providers, and internal support teams.

Supports Independent Financial Advisers and Consultants by maintaining accurate client and plan data, requesting and validating provider information, preparing valuation reports and client packs, processing new business applications, managing client files, and handling enquiries. The role ensures compliance with FCA regulations, coordinates with providers and advisers, updates financial records, prepares client communications, and delivers timely administrative support in a hybrid working environment.

Provide financial planning advice to an existing client portfolio, conduct reviews, develop client relationships, identify additional wealth-planning needs, support ongoing service conversions, and contribute to revenue targets. Ensure advice complies with FCA regulations, maintain accurate documentation, and collaborate with internal teams. The role offers structured development from trainee advisory support toward full Financial Planner status, with training, mentoring, and progression opportunities.

Provide desk-based financial planning and independent advice to existing and prospective private clients. Responsibilities include client engagement, new business development, cross-selling, relationship management, compliant advice and reporting, revenue generation, regulatory adherence, and collaboration across the Titan Group. The role requires maintaining technical and industry knowledge, delivering positive client outcomes, and supporting continuous process improvement.

Provides financial planning advice to an existing client portfolio, conducts reviews, develops client relationships, identifies additional wealth-planning needs, supports revenue targets, and ensures FCA-compliant documentation. The role is designed for Diploma-qualified financial services professionals transitioning into client-facing financial planning, with structured training and progression toward full Financial Planner and Chartered status.