Associate Paraplanner

About the role

You will own the end to end technical delivery of paraplanning cases from initial factfind through to the production of suitability reports and proposals. You will translate complex client circumstances into clear, compliant financial plans that meet the standards of our advisers and our clients. You will interrogate data, challenge assumptions, and verify information to ensure every case is accurate, complete, and consistent with regulatory requirements. You will collaborate closely with senior Paraplanners, financial advisers, and the Client Support function to remove blockers and keep workflows moving. You will be responsible for maintaining up to date records, documenting your work, and contributing to the continuous improvement of the paraplanning processes. You will support the growth of the business by taking on an increasing caseload and demonstrating reliability under minimal supervision. You will play a key role in enabling the firm to deliver advice efficiently, reducing cycle times and improving client outcomes. This position provides a structured environment where you can apply technical learning, receive mentorship, and progress toward full Paraplanner and Advising responsibilities.

Key facts

What you'll do

Conduct in-depth case analysis by reviewing client factfind, supporting documents, and adviser notes to identify objectives, constraints, and risks.

Perform data verification and calculations, checking assumptions, figures, and narrative information to ensure technical accuracy and consistency across the case.

Draft initial sections of suitability reports by structuring the information in a logical, clear, and compliant format that supports adviser decision making.

Coordinate with financial advisers to clarify requirements, confirm objectives, and ensure that proposed solutions align with client needs and regulatory expectations.

Support the collation of evidence for audit and compliance reviews by maintaining organised files, documenting sources, and recording decision rationales.

Apply paraplanning standards and controls to each case, ensuring adherence to firm policies, quality checks, and internal deadlines.

Identify gaps or inconsistencies in client information and proactively communicate with advisers and the Client Support team to secure timely clarification.

Utilise planning software and systems to input data, run scenarios, and produce outputs that underpin the development of client proposals.

Contribute to process improvements by providing feedback on workflows, documentation, and tools used within the paraplanning function.

Participate in knowledge sharing and learning activities, including case reviews, to build technical proficiency and understanding of best practices.

Handle an increased volume of cases over time, demonstrating the ability to manage workload, prioritise tasks, and maintain high standards of quality.

Support the wider objectives of Titan Wealth Planning by assisting in the delivery of timely, client focused outcomes that meet adviser and regulatory standards.

Assist in the preparation of documentation required for meetings, proposals, and internal reviews, ensuring that all outputs are accurate and professionally presented.

Act as a key point of contact within the paraplanning team, helping to ensure smooth collaboration and continuity across cases and team members.

Requirements

You must hold or be working towards a recognised Level 4 qualification in paraplanning or a related financial planning discipline.

You must demonstrate a solid understanding of financial planning principles, regulatory frameworks, and the practical application of planning scenarios.

You must have strong attention to detail and the ability to consistently produce accurate work that meets professional standards.

You must be able to communicate effectively in written and verbal formats, with the capability to translate technical information into clear language.

You must be proficient in using Microsoft Office applications, particularly Excel, Word, and Outlook, in a professional environment.

You must have experience of working within a regulated environment and an understanding of the importance of compliance, confidentiality, and data security.

You must be able to manage multiple tasks and deadlines, showing resilience and organisation in a fast paced, deadline driven setting.

You must be committed to professional development, actively seeking feedback, and engaging with learning opportunities to progress your career.

Nice to have

Previous exposure to financial planning software and paraplanning platforms used within a regulated environment.

Experience working within a collaborative team in a professional services setting, such as wealth management or financial advice.

An interest in understanding how wealth management and employee benefits planning connect to client outcomes.

Willingness to deepen your knowledge of pension principles, investment options, and retirement income strategies.

Practical notes

Hours are not specified in this listing.

There is no mention of travel requirements.

There is no mention of visa sponsorship.

The listing does not include explicit application deadlines.