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Trainee Financial Planner
Titan Wealth HoldingsTrainee Financial Planner position at Titan Wealth delivering financial planning advice and building client relationships. Requires Level 4 diploma and financial services experience.
About the role
Key responsibilities & impact- Deliver financial planning advice to an existing portfolio of clients (typically up to £250k in investable assets)
- Conduct client reviews and ongoing servicing conversations
- Support the conversion of existing clients onto ongoing service propositions
- Build relationships and identify additional client needs across wealth planning areas
- Generate advice income and contribute to revenue targets
- Collaborate with internal teams across the wider Titan group to identify opportunities
- Ensure all advice is compliant with FCA regulations and internal processes
- Maintain accurate and high-quality client documentation and reporting
- Continue developing technical knowledge and industry expertise
Requirements
What you’ll need- Hold the **Diploma in Regulated Financial Planning (Level 4 or equivalent)** *(essential)*
- Have experience within financial services (e.g. paraplanning, client support, account management, mortgage advice)
- Are looking to transition into a **client-facing financial planning role**
- Have strong communication and relationship-building skills
- Are motivated by long-term career progression within financial planning
- Have a proactive mindset and strong attention to detail
- Are comfortable working in a target-driven, client-focused environment
- **Desirable:**
- Cashflow modelling experience
- Ambition to progress towards Chartered status
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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningcashflow modelling
Soft Skills
communicationrelationship-buildingproactive mindsetattention to detail
Certifications
Diploma in Regulated Financial Planning (Level 4 or equivalent)