The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. Titan Wealth is continuing...

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. To lead and mentor the...

Job Title: Paraplanning Manager Industry: Financial Planning Location: Bristol (Hybrid) Salary: up to £65,000 Job Reference: 10585 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanning Manager to join a Wealth Management firm. Our client is a well renowned Wealth Management firm who specialises in independent advice across investments, pensions, retirement planning, protection and more. As their client base and adviser team continues to grow, they are looking for someone to head up the management of the paraplanning team across South Wales and the South West. Duties: • Lead, develop and coach the paraplanning team • Conduct 121's, provide training and support in growing the team • Support in allocating workload across the team • Ensure a high quality of work across the paraplanners • Build and manage strong relationships with other heads of, and managers to ensure a smooth running business...

We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now looking for the opportunity to take responsibility for a sizeable, geographically dispersed team. The successful candidate will lead a team of approximately 16 paraplanners with the majority of the team based in Bristol. The Opportunity The Paraplanning Team Leader will take responsibility for the performance, development and day-to-day management of the paraplanning team across Bristol, Cardiff and Truro. A key part of the role will be providing leadership, mentoring and support to the team, ensuring high standards of technical quality, service delivery and operational efficiency are maintained across the three...

We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now looking for the opportunity to take responsibility for a sizeable, geographically dispersed team. The successful candidate will lead a team of approximately 16 paraplanners with the majority of the team based in Bristol. The Opportunity The Paraplanning Team Leader will take responsibility for the performance, development and day-to-day management of the paraplanning team across Bristol, Cardiff and Truro. A key part of the role will be providing leadership, mentoring and support to the team, ensuring high standards of technical quality, service delivery and operational efficiency are maintained across the three...

Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning...

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. This is a fantastic...

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The role The purpose...

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. As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support. You will work closely with advisers and administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust. This role offers exposure to a broad range of...