Associate Paraplanner

Titan Wealth Holdings

Associate Paraplanner supporting suitability report preparation and case management at Titan Wealth in Edinburgh. Collaborating with advisors within a growing paraplanning function.

Posted 6/29/2026full-timeEdinburgh • 🇬🇧 United KingdomJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Undertaking technical research to support suitability reports and recommendations
Producing basic report writing and documentation to a high standard
Liaising with Advisers and Client Support staff to ensure all information and requirements are complete
Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly
Supporting the paraplanning team with case preparation and workflow management
Maintaining a strong understanding of regulatory requirements and internal processes

Requirements

What you’ll need

A minimum of 2 years’ experience within the financial services profession.
Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
Experience gained with Intelligent Office would be an advantage
Experience within Financial Services administration or a similar environment.
Experience of working with IT systems that support this service.

Benefits

Comp & perks

Competitive salary
Private Medical Insurance post probation
Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
25 days Annual Leave (plus buy and sell up to 5 days)
Office Christmas close (3-days)
Life Assurance
Health cash plan
Hybrid working
Discretionary performance related bonus
Employee Assistance Programme
And lots of flexible benefits to choose from!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Technical ResearchReport WritingCase PreparationWorkflow ManagementFile Review

Soft Skills

CollaborationCommunication

Certifications

QCF Level 4 Equivalent