About this role
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.
What you will be doing
- Assisting Financial Planners with the preparation and delivery of client advice
- Conducting research and analysis across financial products and providers
- Producing suitability reports and recommendation documentation
- Ensuring all client files and recommendations meet regulatory and compliance standards
- Liaising with advisers, administrators, providers and other key stakeholders
- Supporting the ongoing review and servicing of client portfolios
- Maintaining accurate client records and documentation
About you
- Previous experience within a Paraplanning or financial planning support role
- Diploma qualified or close to achieving the Level 4 Diploma in Financial Planning
- Strong technical knowledge of financial planning products and services
- Excellent report writing and research skills
- High levels of accuracy and attention to detail
- Strong communication and organisational skills
- A team player who is keen to develop and progress their career within wealth management
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.