Paraplanner - Basingstoke

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.

The role

As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms’ Partners who between them have over 50 years’ experience. Our approach, together with a loyal client base and a talented team, makes being a Paraplanner at Loveday & Partners a great opportunity for someone who shares our ethos.

You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients.