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.
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
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.