Job Description
About the role
You’ll play a key role in delivering an outstanding client experience by providing high‑quality technical and report‑writing support to our advisers. Working closely with our Paraplanning team, you’ll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose.
A core part of this role sits within our specialist Repatriation team, supporting advisers who work with clients returning to the UK after being managed by our international business. This offers exposure to varied, technically interesting cases and the opportunity to make a real impact at an important point in the client journey.
Location & working pattern
Full-time, permanent. Bristol office‑based with a hybrid approach (3 days in the office, 2 days working from home).
Responsibilities:
• To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.
• To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.
• Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations (which may include historic overseas advice events and cross-border complexities) with a high level of accuracy and care.
• Regularly analyse non-UK situs assets such as pension schemes (including QROPS and QNUPS), offshore bonds, platforms, and legacy holdings that do not typically feature in mainstream UK retail advice.
• Assess legacy non-GBP holdings and evaluate the impact of exchange rate fluctuations on planning outcomes and long-term strategy.
• Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
• To ensure that the customer experience follows Titan’s defined standards and TCF is always maintained.
• To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.
• Use standard template documentation approved by the company.
• Update workflow records to facilitate the production of accurate management information in a timely manner.
• Manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow.
• Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.
• Ensure the agreed outcome meets the company’s compliance standards and FCA rules.
• Understand how overseas advice history and structures interact with UK FCA requirements, ensuring recommendations meet UK regulatory standards while recognising international context.
• Achieve set output targets for producing ongoing advice documents.
• Ensure effective communication with CS, advisers, and other colleagues to ensure great customer experience.
• To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.
• To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate. Knowledge of benefit calculations will be required.
• To obtain illustrations and Key Features documentation in support of recommendations to clients.
• To assist the administration team in the processing of any new business linked to their cases.
• Understand and maintain knowledge of the company’s standard processes and guidance.
• Be able to analyse international financial arrangements to support recommendations to clients.
• Assist with repatriation advice when clients return to the UK and identify any time-sensitive planning needs.
• Ensure technical knowledge and general industry knowledge is always maintained.
• Ensure advice documentation includes clear, well-reasoned explanations for clients who may be less familiar with UK financial planning rules (e.g. annual allowances, IHT exposure, pension access), supporting informed decision-making.
• Preparing life cash-flow modelling
• Perform ad-hoc tasks as and when required.
Critical Skills:
- Excellent written and verbal communication skills.
- Methodical and highly organised.
- Accurate with good attention to detail.
- Ability to liaise with colleagues in an articulate and pleasant manner.
- High degree of numeracy and accuracy, including dealing with holdings in multiple currencies.
- Ability to work under pressure and manage own workload.
- Ability to work as part of a team and to learn new skills/knowledge.
- Excellent standard of written and verbal communication
- Good decision-making skills
- Analytical mind and excellent attention to detail
- Excellent time management skills with an ability to work to deadlines
Critical Knowledge and Experience:
- Excellent technical knowledge
- Minimum of 2-years in a Paraplanning role
- Experience in a Paraplanning role in a similar environment. Experience of working with IT systems that support this service.
- Good technical knowledge and understanding of FCA COB rules
Essential Qualifications:
- Level 4 Diploma in Financial Planning
We are growing rapidly and, with that, experiencing significant change. As a young business—just six years into our journey—we are still building our infrastructure while scaling at pace through ongoing M&A activity. This environment won’t be for everyone.
You’ll need resilience, curiosity, and the ability to thrive amid ambiguity and pressure. Change is constant, priorities evolve, and pace is fast.
However, if this sounds like the kind of challenge that energises you, you’ll find this role exceptionally rewarding. You’ll grow quickly, be trusted with real responsibility, and have the opportunity to shape how things are done. We are a hungry, high‑performing, top‑tier wealth management firm with ambitious international growth plans—making this a genuinely exciting time to join us.
