Job Description
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.
We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.
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.
We’re open to individuals who see their future as a career Paraplanner, as well as those who would like to develop their skills with a longer‑term view to progressing into an Adviser position.
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
- Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data
- Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
- Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
- Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
- Client Relationship Building - servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
- Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process
- Partners – working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan
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.
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.
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.
