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.

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

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