Associate Paraplanner
Titan Pensions and 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 and 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 and Investments is a career choice. About the RoleWe''re looking for an Associate Paraplanner to join our Kettering-based paraplanning team. This is a backfill opportunity within an established team, providing technical and administrative support to Financial Planners to ensure high-quality, compliant client advice and an excellent client experience.This role is ideal for someone early in their paraplanning career who is keen to develop their technical knowledge within a structured, supportive environment.Responsibilities Prepare annual review packs and supporting documentation for client meetingsDraft suitability reports and associated recommendation documents using templated frameworksCarry out basic ..... full job details .....
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