We’re looking for an Associate Paraplanner to join our Kettering‑based paraplanning team. This is a backfill opportunity within an established team, providing technical and administrative support to Financial Planners to ensure high‑quality, compliant client advice and an excellent client experience.
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
Company Values
* Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
* Commitment – we are a team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
* Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Terms
* Competitive salary
* Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
* 25 days Annual Leave + public holidays
* Buy and sell holidays up to 5 days
* Office Christmas close (3-days)
* A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance
* Hybrid working
* Further education and training support
* Discretionary performance related bonus
* Confidential Employee Assistance Programme
* 2 days per year for voluntary work
* And lots of flexible benefits to choose from
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
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