Associate Paraplanner

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