Titan Wealth

Financial Services

AssociateParaplanner

£30–40k ~AI est. Newcastle, United Kingdom FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Associate Paraplanner at Titan Wealth. Skills: Paraplanning, Financial planning, Wealth management. Undertake technical research. Produce basic report writing”

What You'll Achieve.

Ensure cases are accurate and complete; Produce suitability reports efficiently

Industry & Context.

Financial Services

What They're Looking For.

Must Have

2 years' experience in financial services, Working towards Regulated Diploma in Financial Planning, QCF Level 4 Equivalent

Nice to Have

Experience with Intelligent Office

What You'll Do.

Undertake technical research

Produce basic report writing

Liaise with Advisers and Client Support

Review files for compliance

Support paraplanning team

Maintain understanding of regulatory requirements

How You'll Work.

Team & Collaboration

Paraplanners; Advisers; Client Support staff

Full Job Description

## Description The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.  As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.   Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!   Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. We’re looking for an Associate Paraplanner to join our growing paraplanning function in Edinburgh. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment. You’ll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress—enabling suitability reports to be produced efficiently and without delay. We can off a clear development pathway within a structured paraplanning team. Exposure to varied and technically engaging cases, a supportive environment focused on quality, collaboration, and learning and an opportunity to continue progressing towards full Paraplanner/Advising status.  ## Responsibilities Undertaking technical research to support suitability reports and recommendations Producing basic report writing and documentation to a high standard Liaising with Advisers and Client Support staff to ensure all informa

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