Paraplanner
Titan Wealth Holdings LimitedKettering, Ohio, United States
Posted October 28, 2025
Full Time
About the Company
Titan Wealth Holdings Limited is revolutionizing wealth management by integrating a comprehensive suite of services including planning, execution, custody, reporting, and compliance. This innovative approach enables financial advisors to build stronger client relationships and more efficient portfolios, while also serving small and medium-sized brokers, proprietary traders, family offices, and wealth managers with specialized execution and custody solutions.
Job Description
Titan Pensions & Investments is seeking a Paraplanner to provide research, report writing support to Financial Planners (Advisers). The role involves drafting suitability reports, liaising with advisors, providing guidance on client matters, and ensuring compliance. This is a career choice within a growing financial services business specializing in pensions and investments.
Requirements
- Experience in a Paraplanning role in a similar environment
- Experience of working with IT systems
- Good technical knowledge of FCA COB rules
- Diploma in Financial Planning
- Ability to liaise with colleagues and clients
- Analytical mind and attention to detail
- Excellent standard of written and verbal communication
- Analytical mind and excellent attention to detail
- Excellent time management skills
- Ability to work as part of a team
- Excellent writing and communication skills
