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.

We’re looking for an Associate Paraplanner to join our growing paraplanning function in Newcastle. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment.

You’ll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress—enabling suitability reports to be produced efficiently and without delay.

We can off a clear development pathway within a structured paraplanning team. Exposure to varied and technically engaging cases, a supportive environment focused on quality, collaboration, and learning and an opportunity to continue progressing towards full Paraplanner/Advising status.

Responsibilities

• 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

• 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.

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

- 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!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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.

About the role

Our team in Newcastle is growing!

Are you a level 4 qualified Paraplanner looking for the opportunity of a new challenge?

You’ll play a key role in delivering an outstanding client experience by providing high‑quality technical and report‑writing support to our advisers. Working closely with our Paraplanning team, you’ll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose.

Responsibilities

• Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
• Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Client Relationship Building - servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
• Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process
• Partners – working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

Requierments

• A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes
• 2 years industry experience – as a minimum
• Excellent administrative, research, report writing and communication skills
• Excellent analytical skills with a preference for working in a structured, planned manner
• Ongoing self-development to maintain appropriate level of CPD for role

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

- 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!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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.

We’re looking for an Associate Paraplanner to join our growing paraplanning function in Edinburgh. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment.

You’ll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress—enabling suitability reports to be produced efficiently and without delay.

We can off a clear development pathway within a structured paraplanning team. Exposure to varied and technically engaging cases, a supportive environment focused on quality, collaboration, and learning and an opportunity to continue progressing towards full Paraplanner/Advising status.

Responsibilities

• 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

• 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.

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

- 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!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Dark Wolf is seeking a full-time Senior Accountant to join our headquarters team. This position involves meticulous attention to detail, strong organizational skills, and a commitment to providing excellent customer service. This role will involve budgeting, forecasting, financial reporting, and compliance tasks to ensure the successful execution of government contracts. The Senior Accountant will have experience with financial reporting tools including Unanet and Microsoft Excel. The successful candidate will collaborate with various departments and contribute to the company’s overall financial success with the following responsibilities:

• Customer invoicing:
  • Reviewing and submitting accurate and timely invoices to clients in accordance with contract terms and requirements.
  • Creating and processing invoices accurately and efficiently based on the products or services provided to clients.
  • Processing payments received from customers, applying payments to the appropriate invoices, and recording transactions in the financial system.
• Project control and contract management:
  • Assisting in the development and maintenance of project budgets and forecasts, ensuring accuracy and compliance with government contract regulations, policies, and procedures.
  • Maintaining accurate and organized financial data and documentation related to government contracts.
  • Collaborating with program managers, contracts, and finance teams to provide financial analysis and related recommendations.
• Financial Reporting:
  • Maintaining internal financial schedules (e.g. depreciation, amortization, prepaids).
  • Completing periodic reconciliations and preparing and posting monthly closing journal entries.
• Maintaining open and effective communication with customers, providing assistance, answering questions, and financial management-related concerns.

Required Qualifications:

• Bachelor’s degree in Accounting
• At least 5-7 years of relevant experience in the DoD or Financial sectors
• Experience with government contractor financial reporting and appropriate ERP systems (experience with Unanet preferred)
• Strong analytical skills with a keen attention to detail
• Proficiency in financial modeling and analysis tools (Excel, financial software, etc.)
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong organizational and time management abilities
• Willingness to learn and adapt in a dynamic government contracting environment. In office support M-F during core hours (9am – 5pm)
• US Citizenship and the ability to obtain a DoD Secret clearance.

Desired Qualifications:

• Unanet experience and/or certifications.
• Knowledge of government contract regulations and compliance requirements is a plus.
• Understanding of cost accounting and indirect rates.

This position has remote flexibility but candidates must be based out of the Herndon, VA, area with ability to work in the office three days a week.

The salary range for this position is estimated to be between $100,000.00 - $120,000.00 commensurate on experience.

We are proud to be an EEO/AA employer Minorities/Women/Veterans/Disabled and other protected categories.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.