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Provide administrative and technical support to financial advisers across client reviews, new business submissions, valuations, plan updates, and ongoing servicing. Manage complex client cases, maintain accurate client records, liaise with providers, prepare reports and documentation, respond to client enquiries, and ensure compliance with FCA regulations, consumer duty, and company procedures. The role also involves mentoring junior colleagues, supporting service improvements, and delivering timely, accurate client outcomes.

Provide administrative and technical support to financial advisers across client reviews, valuations, new business submissions, and ongoing servicing. Maintain accurate client and plan data in IO, prepare reports and research packs, liaise with providers, manage client enquiries, and ensure FCA compliance and consumer duty adherence. The role also involves handling complex cases, mentoring junior colleagues, maintaining client files, and improving service processes.

Supports financial advisers with client review packs, valuation reports, records, correspondence, new business applications, provider liaison, case preparation, reconciliations, and client enquiries. Ensures accurate information, efficient service delivery, and compliance with FCA regulations, Treating Customers Fairly, and Consumer Duty requirements. The role also involves meeting preparation, follow-up activities, process improvement, ongoing training, and maintaining high standards of client service in a hybrid wealth management environment.

Supports financial advisers with client review packs, valuation reports, records, correspondence, new business processing, provider liaison, and client enquiries. Maintains accurate plan and policy information while monitoring outstanding requirements, validating documentation, and supporting FCA compliance, Treating Customers Fairly, and Consumer Duty obligations. The role also contributes to process improvements, service delivery, training, and effective management of multiple priorities in a hybrid wealth management environment.

Supports financial advisers and consultants by preparing client review packs, valuation reports, correspondence, records, and meeting materials. Processes new business applications, validates plan information, liaises with product providers, tracks outstanding requirements, and handles client enquiries. Maintains compliance with FCA regulations, Treating Customers Fairly, and Consumer Duty requirements while delivering high-quality client service and improving administrative processes.

Support financial planners by performing technical research, drafting suitability reports, ensuring compliance with FCA rules, managing a personal caseload across pensions, investments, protection, retirement and estate planning, liaising with advisers and administrators, maintaining high data quality, and coaching or mentoring other paraplanners.

Provide holistic financial planning and manage long-term client relationships across retirement, investments, pensions, estate, protection and intergenerational wealth planning. Inherit and maintain a mature client portfolio, collaborate with support and paraplanning teams, and pursue growth through referrals and ongoing lead generation.

Lead and operate Titan's total rewards function: maintain job grading and salary structures, run annual pay and bonus cycles, manage benchmarking, pay equity and reporting, oversee benefits and pensions, support global mobility, implement HiBob compensation module, and provide governance, regulatory compliance and reward reporting while line-managing a compensation specialist.

Draft suitability reports and recommendations, research client policy data, maintain paraplanning tools and workflows, coach and mentor team members, ensure FCA and Group compliance, manage own caseload, liaise with advisers and colleagues, and proactively improve paraplanning processes.

Research and draft suitability advice reports, support and coach paraplanning team members, maintain paraplanning tools and workflows, ensure compliance with FCA rules, manage own caseload, and improve paraplanning processes to deliver excellent client outcomes.