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Trainee Financial Planner
Titan Wealth Holdings. Deliver financial planning advice to an existing portfolio of clients (typically up to £250k in investable assets) .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in delivering financial planning advice, ensuring compliance with FCA regulations, and maintaining high-quality client documentation. Strong relationship-building and communication skills are essential for identifying client needs and contributing to revenue targets.
Highest-signal resume keywords
Diploma In Regulated Financial Planning (Level 4)Financial Services ExperienceClient-Facing Financial PlanningCashflow Modelling ExperienceStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Relationship-Building SkillsProactive MindsetAttention To Detail
Certifications & Qualifications
Diploma In Regulated Financial Planning (Level 4)
Industry Keywords
FCA RegulationsFinancial PlanningClient ReviewsWealth PlanningAdvice IncomeTarget-Driven Environment
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!