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Provides desk-based financial planning, advice, and service to private clients with assets up to £250,000. Responsibilities include new business development, client reviews, holistic financial planning, cross-selling, regulatory compliance, relationship management, report preparation, and maintaining professional competence. The role requires proactive client engagement, achievement of revenue targets, strong technical knowledge, attention to detail, and adherence to financial planning regulations and consumer duty.

Provide financial planning advice to an established client portfolio, conduct reviews, identify additional wealth-planning needs, support ongoing service conversions, and contribute to revenue targets. The role requires compliant FCA-regulated advice, accurate documentation, client relationship management, and collaboration across internal teams. It offers structured development from trainee advisory support toward full Financial Planner status, with training, mentoring, and progression opportunities.

Provides desk-based holistic financial planning and independent advice to private clients with investable assets up to £250,000. Responsibilities include reviewing existing clients, developing new business, meeting revenue targets, cross-selling services, maintaining compliant advice records, nurturing client relationships, and maintaining regulatory and technical knowledge. The role is hybrid and requires collaboration across the Titan Wealth Group, professional development, and adherence to financial services regulations and consumer duty.

Six-month graduate rotation across Client Support and Paraplanning in a wealth management business. Responsibilities include handling client and provider enquiries, maintaining records, processing instructions, tracking applications, preparing review and suitability documents, researching products and funds, supporting cashflow modelling, and learning financial planning processes, compliance requirements, and advice standards. Successful candidates may progress into a permanent Client Support or Paraplanning role.

Supports Financial Planners by researching financial products, preparing suitability reports and recommendation documents, maintaining compliant client files, liaising with stakeholders, and servicing client portfolios. The role requires paraplanning experience or financial planning support experience, strong technical knowledge, excellent research and report-writing skills, accuracy, and progress toward or completion of the Level 4 Diploma in Regulated Financial Planning.

Six-month rotational trainee programme across Client Support and Paraplanning in a wealth management business. Responsibilities include handling client and provider queries, maintaining records, processing instructions, tracking applications, preparing review and suitability documentation, researching products and funds, supporting cashflow modelling, and learning financial planning compliance and advice processes.

Six-month rotational trainee programme across Client Support and Paraplanning. Responsibilities include handling client and provider enquiries, maintaining records, processing instructions, tracking applications, preparing review packs and suitability documents, researching products and funds, supporting cashflow modelling, and learning financial planning, compliance, pensions, investments, and protection planning.

Own and optimise the Group's finance systems (NetSuite, Embat, Pleo), support acquisition onboarding and consolidation, maintain integrations and data integrity, drive automation and reporting improvements, govern UAT and change releases, train users, and partner with Finance, IT and external suppliers to improve finance processes and reduce manual month-end effort.

Manage an established client bank of approximately £60 million AUM across 110 households. Deliver holistic financial planning advice covering pensions, investments, protection, tax planning, and retirement. Build long-term client relationships, identify referral and cross-selling opportunities, collaborate with internal teams, and maintain FCA compliance, competent adviser status, and high-quality client documentation.

Manage an inherited client bank (~£60M AUM) delivering holistic financial planning across pensions, investments, protection, tax and retirement. Maintain long-term client relationships, run review cycles, identify growth opportunities, collaborate with internal teams, and ensure FCA-compliant suitability reports and adviser competence.