Jobs › Companies › Titanwh › Associate Paraplanner

À propos de ce poste Associate Paraplanner chez Titanwh

Titanwh · Sur site · Kettering
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.
    Prêt à postuler chez Titanwh ?
    Postuler chez Titanwh

    Emplois similaires

    Titanwh
    Paraplanner
    Titanwh
    ⚡ Postuler tôt Standish, Wigan (Prosper Offic... Hybride
    ● Nouveau 👁 Vu ✓ Postulé il y a 7 h
    Titanwh
    Financial Planning Administrator
    Titanwh
    ⚡ Postuler tôt Basingstoke Hybride
    ● Nouveau 👁 Vu ✓ Postulé il y a 7 h
    Titanwh
    Client Support - Corporate Administration
    Titanwh
    ⚡ Postuler tôt Bristol Hybride
    ● Nouveau 👁 Vu ✓ Postulé il y a 14 h
    Titanwh
    Client Support - Private Client
    Titanwh
    ⚡ Postuler tôt Melbourn, South Cambridge Hybride
    ● Nouveau 👁 Vu ✓ Postulé il y a 1 j
    Titanwh
    Client Service Administrator - Harrogate
    Titanwh
    ⚡ Postuler tôt Harrogate Hybride
    ● Nouveau 👁 Vu ✓ Postulé il y a 1 j
    Titanwh
    Client Support - Private Client
    Titanwh
    ⚡ Postuler tôt Harrogate Hybride
    ● Nouveau 👁 Vu ✓ Postulé il y a 4 j
    Titanwh
    Senior Financial Planning Administrator – Private Client
    Titanwh
    ⚡ Postuler tôt Basingstoke Hybride
    ● Nouveau 👁 Vu ✓ Postulé il y a 6 j
    Titanwh
    Financial Planning Administrator - Private Client - Inverurie Office
    Titanwh
    ⚡ Postuler tôt Inverurie, Scotland Hybride
    ● Nouveau 👁 Vu ✓ Postulé il y a 6 j
    Titanwh
    Financial Planning Administrator
    Titanwh
    ⚡ Postuler tôt Basingstoke Hybride
    ● Nouveau 👁 Vu ✓ Postulé il y a 6 j

    Inscrivez-vous pour des suggestions adaptées aux emplois que vous ouvrez et aux recherches que vous enregistrez.

    Plus d’emplois chez Titanwh

    Voir tous les emplois chez Titanwh →

    Postuler maintenant
    🤖

    Doucement — un instant

    JobsRadar a été conçu pour de vraies personnes qui traversent une période difficile dans leur recherche d’emploi — pas pour des requêtes automatisées. Vous cliquez beaucoup trop vite et vous êtes maintenant temporairement bloqué.

    Revenez plus tard. Si vous cherchez réellement un emploi, nous sommes de votre côté — agissez simplement comme un être humain.

    Catch your next role the second it’s posted.

    Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

    Create free account

    Free forever · takes 30 seconds · already have one?

    Prenez une longueur d’avance dans votre recherche d’emploi.

    Rejoignez notre canal Telegram pour ce qui vous aide à décrocher le poste — références salariales, le pouls hebdomadaire du marché et les annonces de nouveautés. Pas de spam, que du signal.

    Rejoindre le canal — c’est gratuit