Associate Paraplanner

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

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.