Paraplanner

About the role

Paraplanner Opportunity at Titan Wealth Planning

Titan Wealth Planning (TWP), a subsidiary of the larger Titan Group, is actively seeking a skilled Paraplanner to join its team in Birmingham. As a key part of Titan's broader mission to deliver modular and incremental wealth services, TWP focuses specifically on providing best-in-class advice concerning wealth management, employee benefits, and retirement planning. The company's overarching strategy involves the active acquisition of UK-based asset managers and wealth-related businesses, creating a dynamic environment that blends start-up energy with private equity stability. This role represents a significant opportunity to contribute to an inspiring and growth-oriented team.

The position is based in the Meriden area of Birmingham and is a permanent, full-time role operating under a competitive hybrid working model. The successful candidate will be responsible for a critical support function that enables the entire advisory team. The role involves deep research, the synthesis of complex information, and the creation of practical guidance. It is a position that directly influences how concepts are communicated to both clients and internal stakeholders, shaping the firm's approach to wealth advice.

Key Responsibilities

A primary duty of this role is to research and author detailed advice reports that address complex client scenarios. This involves translating intricate financial regulations into clear, practical steps that advisors can easily implement. The paraplanner acts as a crucial bridge, ensuring that technical guidance is articulated in a manner that is both accurate and accessible.

Specific day-to-day tasks include drafting comprehensive intake questionnaires designed to capture the full client context prior to any detailed model runs. You will be responsible for constructing model outputs into structured narratives suitable for advisor review and final client delivery. Coordination is a vital aspect of the position, requiring you to establish and manage review checkpoints where specialists can validate the accuracy and tone of the work.

The role also encompasses the management of critical document flow, ensuring that finalized reports are shipped through controlled channels only after securing necessary leadership approval. also, you will establish and maintain key partner touchpoints to ensure all outputs align with the firm's positioning and strict compliance standards. Maintaining dynamic reference libraries is another core function, allowing advisors to retrieve approved guidance instantly. You will also be tasked with updating training assets so that new hires can quickly understand workflows and quality expectations. The continuous optimization of tool configurations to reduce manual steps and prevent recurring data errors is also a key responsibility.

Requirements and Profile

To be considered for this position, you must hold exactly three years of cumulative experience in paraplanning or closely related advisory roles. This specific requirement ensures a deep familiarity with the unique demands of the field. You must be adept at managing complex financial concepts and possess the ability to present them in straightforward, unambiguous language.

A strong working knowledge of financial planning logic and retirement income strategies is essential, as these form the foundation of the advice you will help create. You must demonstrate an ability to follow instructions precisely and apply them consistently across a diverse range of tasks. Excellent coordination skills are required to manage schedules with both internal colleagues and external contacts using various digital tools. The preparation of documents that meet the highest internal standards and regulatory expectations is a non-negotiable aspect of the role.

Preferred Qualifications

While not mandatory, prior experience supporting UK-based wealth management teams is highly desirable. This specific background provides a distinct advantage in understanding the nuances of the local market and regulatory landscape.

Core Competencies and Tools

Success in this role requires a thorough grounding in the specific platforms and methodologies used by the organization. You will work directly with the Titan Wealth Planning suite of tools and maintain a strong understanding of the broader Titan Group framework. Your ability to navigate and utilize these systems effectively will be critical to your performance.

Practical Information

Please confirm all details regarding this opportunity by reviewing the official application page. The information provided here serves as a guide to the duties and expectations of the role.