At a Glance
- Tasks: Support Financial Planners in delivering top-notch financial advice and client service.
- Company: Titan Pensions & Investments, a fast-growing wealth management firm.
- Benefits: Competitive salary, enhanced benefits, and ongoing professional development.
- Other info: Collaborative culture with genuine career progression opportunities.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Experience in paraplanning or financial planning support; Diploma qualified or pursuing Level 4.
The predicted salary is between 49500 - 60500 £ per year.
Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between.
We aim to become our clients’ financial planners for the rest of their lives.
Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients.
As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management.
We are a growing business, expanding year on year ahead of our peers.
We grow organically so we recruit bright, young individuals who are hungry for success.
Working at Titan Pensions & Investments is a career choice.
Are you a Paraplanner looking for your next opportunity within a growing and ambitious wealth management business?
We are seeking a proactive and detail-oriented Paraplanner to join our established team in Kettering.
This role offers the opportunity to work closely with Financial Planners, supporting the delivery of high-quality financial advice and helping clients achieve their financial goals.
We are open to applications from individuals who already have some paraplanning experience and are either Diploma qualified or actively working towards achieving their Level 4 Diploma in Regulated Financial Planning.
- What you will be doing
- Assisting Financial Planners with the preparation and delivery of client advice
- Conducting research and analysis across financial products and providers
- Producing suitability reports and recommendation documentation
- Ensuring all client files and recommendations meet regulatory and compliance standards
- Liaising with advisers, administrators, providers and other key stakeholders
- Supporting the ongoing review and servicing of client portfolios
- Maintaining accurate client records and documentation
About you
- Previous experience within a Paraplanning or financial planning support role
- Diploma qualified or close to achieving the Level 4 Diploma in Financial Planning
- Strong technical knowledge of financial planning products and services
- Excellent report writing and research skills
- High levels of accuracy and attention to detail
- Strong communication and organisational skills
- A team player who is keen to develop and progress their career within wealth management
At Titan Wealth, we're building a modern wealth management business that puts clients and colleagues at the heart of everything we do.
You'll join a collaborative and supportive environment where professional development is encouraged and career progression is genuinely achievable.
We offer
- Competitive salary
- Enhanced benefits package
- Ongoing professional development and study support
- Opportunities for career progression within a growing business
- A collaborative culture built around our values of Creativity, Commitment and Collaboration
If you're looking to take the next step in your paraplanning career and join a business with ambitious growth plans, we'd love to hear from you.
At Titan Wealth, we’re Creative, Collaborative, and Committed.
We know this isn’t an environment for everyone – it’s fast-paced, complex, and full of change.
But if you’re ambitious, client-focused, and excited to help shape one of the UK’s top 10 wealth management businesses, this could be the opportunity you’ve been looking for.
Paraplanner in Kettering employer: Titan Wealth Holdings Limited Careers
Titan Wealth is an exceptional employer, offering a dynamic work environment in Edinburgh and Inverurie that fosters creativity, commitment, and collaboration. With a strong focus on employee growth, we provide comprehensive benefits including a competitive salary, attractive pension scheme, and support for further education, all while promoting a culture of inclusivity and flexibility. Join us to make a meaningful impact in wealth management and enjoy the opportunity to thrive in your career.
Contact Details:
Titan Wealth Holdings Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Kettering
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Titan Wealth Holdings Limited Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Titan Wealth Holdings Limited Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Titan Wealth Holdings Limited Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in Kettering
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Titan Wealth Holdings Limited Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Titan Wealth Holdings Limited Careers how you can be a team player!
How to prepare for a job interview at Titan Wealth Holdings Limited Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Titan Wealth Holdings Limited Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Titan Wealth Holdings Limited Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
