The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. At Titan Wealth, we believe successful teams are built on attitude, trust, and people who genuinely enjoy working together. We’re looking for a Paraplanner to join our established Gateshead team — someone positive, good‑natured, and easy‑going, who takes pride in their work and values being part of a supportive environment. The team You’ll be joining a close‑knit team of 10 paraplanners, led by our Regional Manager, Gemma. The team has a great mix of ages and experience levels. It’s a collaborative, welcoming environment where personalities matter, learning is encouraged, and people support each other day‑to‑day. The role This role can be shaped around your experience and career goals. We’d love to hear from: Experienced Paraplanners Part‑qualified or trainee Paraplanners (IO) Intelligent office exposure would be advantageous for us. You’ll support Advisers by producing accurate, high‑quality paraplanning and documentation, while continuing to develop technically. For those aspiring to move into an advising role in the future, there is scope to build the right foundations and gain valuable exposure over time. Responsibilities Draft clear, accurate, and compliant suitability reports in line with Financial Planner guidance, FCA rules, and internal standards. Analyse client objectives, financial data, and existing arrangements to support appropriate advice recommendations. Research solutions across products, funds, and providers, including cashflow modelling and plan comparisons. Obtain illustrations, quotations, and supporting documentation from providers. Work closely with Financial Planners and internal teams to clarify cases, agree assumptions, and deliver high‑quality outcomes. Ensure all work meets compliance, Treating Customers Fairly (TCF), and data protection requirements. Maintain accurate case records within Intelligent Office (IO) and escalate risks or issues where appropriate. Take ownership of workloads, managing cases efficiently to meet agreed deadlines. Contribute to continuous improvement of templates, processes, and ways of working to enhance quality and efficiency. About You We’re really focused on who you are, not just your CV. You’ll ideally be: Part or Diploma Qualified Positive, approachable, and easy to work with Naturally collaborative and supportive of others Comfortable asking questions and keen to learn Interested in building a long‑term career in paraplanning Experienced in a paraplanning or financial planning environment (preferred, but not essential depending on level) Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: 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 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. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - Lunch and snacks provided in the Bristol office. - 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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.